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Chapin Davis’s Southern Copper SCCO Stock Holding History

Chapin Davis’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
Q3 		$812K Buy
4,006
+192
+5% +$36.7K 0.16% 101
2026
Q2 		$657K Sell
3,814
-1,540
-29% -$277K 0.12% 122
2026
Q1 		$901K Buy
5,354
+406
+8% +$73.4K 0.2% 100
2025
Q4 		$689K Buy
4,948
+120
+2% +$15.7K 0.16% 120
2025
Q3 		$564K Sell
4,828
-49
-1% -$4.75K 0.14% 139
2025
Q2 		$470K Sell
4,877
-101
-2% -$8.78K 0.13% 144
2025
Q1 		$439K Sell
4,978
-1,221
-20% -$108K 0.15% 133
2024
Q4 		$671K Sell
6,199
-38
-0.6% -$3.75K 0.22% 105
2024
Q3 		$671K Sell
6,237
-10
-0.2% -$973 0.22% 106
2024
Q2 		$623K Sell
6,247
-3
-0% -$315 0.21% 106
2024
Q1 		$610K Sell
6,250
-453
-7% -$35.8K 0.22% 106
2023
Q4 		$528K Sell
6,703
-10
-0.1% -$687 0.22% 111
2023
Q3 		$463K Buy
6,713
+2,489
+59% +$180K 0.22% 111
2023
Q2 		$278K Buy
+4,224
New +$285K 0.13% 155

Other funds holding SCCO

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Chapin Davis's SCCO Position: Q3 2026 in Review

Chapin Davis increased its Southern Copper (SCCO) stake by 5% in Q3 2026, buying an estimated $36.7K and bringing the position to 4,006 shares worth $812K. The position accounts for 0.16% of the portfolio, ranked #101.

Chapin Davis first reported a position in SCCO in Q2 2023 and has held it in 14 quarters since. The position peaked at $901K in Q1 2026. 30 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Chapin Davis held 4,006 shares of Southern Copper worth $812K as of Q3 2026.
  • Chapin Davis bought 192 Southern Copper shares in Q3 2026, an estimated $36.7K.
  • Southern Copper made up 0.16% of Chapin Davis's portfolio in Q3 2026, its #101 holding.
  • Chapin Davis first reported a position in Southern Copper in Q2 2023 and has held it in 14 quarters since.
  • Chapin Davis's Southern Copper position peaked at $901K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.