Capstone Investment Advisors
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Capstone Investment Advisors’s Ero Copper ERO Stock Holding History

Capstone Investment Advisors’s Portfolio ERO Stock Details ERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Buy
13,999
+3,219
+30% +$91.2K ﹤0.01% 1357
2026
Q1 		$288K Sell
10,780
-1,502
-12% -$45.2K ﹤0.01% 1383
2025
Q4 		$347K Buy
+12,282
New +$286K ﹤0.01% 1289

Other funds holding ERO

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $434M AUM 68.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capstone Investment Advisors's ERO Position: Q2 2026 in Review

Capstone Investment Advisors increased its Ero Copper (ERO) stake by 30% in Q2 2026, buying an estimated $91.2K and bringing the position to 13,999 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Capstone Investment Advisors first reported a position in ERO in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold ERO as of Q2 2026.

  • Capstone Investment Advisors held 13,999 shares of Ero Copper worth $374K as of Q2 2026.
  • Capstone Investment Advisors bought 3,219 Ero Copper shares in Q2 2026, an estimated $91.2K.
  • Ero Copper made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1357 holding.
  • Capstone Investment Advisors first reported a position in Ero Copper in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Ero Copper as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.