Capstone Investment Advisors
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Capstone Investment Advisors’s Southern Copper SCCO Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-5,649
Closed -$659K – 1997
2025
Q3 		$659K Sell
5,649
-18
-0.3% -$1.75K ﹤0.01% 1216
2025
Q2 		$546K Buy
+5,667
New +$493K ﹤0.01% 1108
2016
Q3 		– Sell
-24,126
Closed -$596K – 901
2016
Q2 		$596K Buy
24,126
+10,895
+82% +$273K 0.01% 446
2016
Q1 		$335K Buy
+13,231
New +$309K 0.01% 485

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capstone Investment Advisors's SCCO Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Southern Copper (SCCO) in Q4 2025, closing a stake of 5,649 shares — an estimated $659K sold.

Capstone Investment Advisors first reported a position in SCCO in Q1 2016 and held it in 4 quarters. The position peaked at $659K in Q3 2025. 760 funds tracked by Wall St. Rank hold SCCO as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Southern Copper position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,649 Southern Copper shares in Q4 2025, an estimated $659K.
  • Capstone Investment Advisors first reported a position in Southern Copper in Q1 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's Southern Copper position peaked at $659K in Q3 2025.
  • 760 funds tracked by Wall St. Rank held Southern Copper as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.