Bank of Montreal’s Southern Copper SCCO Stock Holding History

Bank of Montreal’s Portfolio SCCO Stock Details SCCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,833	Closed	-$1.75M	–	4264
2023 Q4	$1.75M	Sell	21,833 -27,073	-55%	-$1.86M	﹤0.01%	1759
2023 Q3	$991K	Hold	48,906	–	–	﹤0.01%	2069
2023 Q2	$3.34M	Hold	48,906	–	–	﹤0.01%	1539
2023 Q1	$3.42M	Buy	48,906 +10,043	+26%	+$674K	﹤0.01%	1410
2022 Q4	$2.19M	Hold	38,863	–	–	﹤0.01%	1750
2022 Q3	$1.61M	Buy	+38,863	New	+$1.7M	﹤0.01%	1945
2014 Q4	–	Sell	-10,917	Closed	-$297K	–	4147
2014 Q3	$297K	Buy	+10,917	New	+$321K	﹤0.01%	2345

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's SCCO Position: Q2 2026 in Review

Bank of Montreal increased its Southern Copper (SCCO) stake by 8.3% in Q2 2026, buying an estimated $1.09M and bringing the position to 79,176 shares worth $13.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Bank of Montreal first reported a position in SCCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.6M in Q3 2025. 864 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Bank of Montreal held 79,176 shares of Southern Copper worth $13.6M as of Q2 2026.
Bank of Montreal bought 6,068 Southern Copper shares in Q2 2026, an estimated $1.09M.
Southern Copper made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1056 holding.
Bank of Montreal first reported a position in Southern Copper in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Southern Copper position peaked at $26.6M in Q3 2025.
864 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.