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Capital Advisors Inc’s Southern Copper SCCO Stock Holding History

Capital Advisors Inc’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
2026
Q2 		$31.8M Sell
184,875
-440
-0.2% -$79K 0.47% 75
2026
Q1 		$31.2M Sell
185,315
-106,286
-36% -$19.2M 0.5% 69
2025
Q4 		$40.6M Sell
291,601
-2,007
-0.7% -$263K 0.65% 63
2025
Q3 		$34.3M Buy
293,608
+2,702
+0.9% +$262K 0.57% 71
2025
Q2 		$28M Buy
290,906
+778
+0.3% +$67.7K 0.5% 75
2025
Q1 		$25.6M Buy
290,128
+6,279
+2% +$557K 0.51% 78
2024
Q4 		$24.2M Sell
283,849
-193
-0.1% -$19K 0.48% 77
2024
Q3 		$30.6M Buy
284,042
+6,226
+2% +$606K 0.61% 68
2024
Q2 		$27.7M Sell
277,816
-16,229
-6% -$1.71M 0.57% 69
2024
Q1 		$28.7M Buy
294,045
+4,114
+1% +$325K 0.62% 63
2023
Q4 		$22.9M Sell
289,931
-509
-0.2% -$35K 0.51% 76
2023
Q3 		$20M Buy
290,440
+1,482
+0.5% +$107K 0.52% 74
2023
Q2 		$19M Sell
288,958
-94,016
-25% -$6.34M 0.48% 78
2023
Q1 		$26.7M Sell
382,974
-1,630
-0.4% -$109K 0.72% 60
2022
Q4 		$21.3M Buy
384,604
+1,038
+0.3% +$52.3K 0.6% 68
2022
Q3 		$16.5M Buy
383,566
+46,745
+14% +$2.04M 0.51% 72
2022
Q2 		$15.4M Buy
336,821
+21,186
+7% +$1.21M 0.46% 79
2022
Q1 		$21.9M Buy
315,635
+3,407
+1% +$216K 0.6% 65
2021
Q4 		$17.6M Buy
312,228
+87,469
+39% +$4.82M 0.47% 78
2021
Q3 		$11.6M Buy
+224,759
New +$12.9M 0.34% 90

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisors Inc's SCCO Position: Q2 2026 in Review

Capital Advisors Inc reduced its Southern Copper (SCCO) stake by 0.24% in Q2 2026, selling an estimated $79K and leaving 184,875 shares worth $31.8M. The position accounts for 0.47% of the portfolio, ranked #75.

Capital Advisors Inc first reported a position in SCCO in Q3 2021 and has held it in 20 quarters since. The position peaked at $40.6M in Q4 2025. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Capital Advisors Inc held 184,875 shares of Southern Copper worth $31.8M as of Q2 2026.
  • Capital Advisors Inc sold 440 Southern Copper shares in Q2 2026, an estimated $79K.
  • Southern Copper made up 0.47% of Capital Advisors Inc's portfolio in Q2 2026, its #75 holding.
  • Capital Advisors Inc first reported a position in Southern Copper in Q3 2021 and has held it in 20 quarters since.
  • Capital Advisors Inc's Southern Copper position peaked at $40.6M in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.