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Chicago Trust’s Southern Copper SCCO Stock Holding History

Chicago Trust’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 		$292K Sell
1,678
-563
-25% -$102K 0.04% 322
2026
Q1 		$382K Buy
2,241
+307
+16% +$56.2K 0.06% 275
2025
Q4 		$272K Sell
1,934
-1
-0.1% -$132 0.04% 333
2025
Q3 		$229K Buy
+1,935
New +$190K 0.03% 379
2022
Q2 		– Sell
-3,366
Closed -$236K – 326
2022
Q1 		$236K Buy
+3,366
New +$216K 0.05% 294

Other funds holding SCCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Chicago Trust's SCCO Position: Q2 2026 in Review

Chicago Trust reduced its Southern Copper (SCCO) stake by 25% in Q2 2026, selling an estimated $102K and leaving 1,678 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #322.

Chicago Trust first reported a position in SCCO in Q1 2022 and has held it in 5 quarters since. The position peaked at $382K in Q1 2026. 134 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Chicago Trust held 1,678 shares of Southern Copper worth $292K as of Q2 2026.
  • Chicago Trust sold 563 Southern Copper shares in Q2 2026, an estimated $102K.
  • Southern Copper made up 0.04% of Chicago Trust's portfolio in Q2 2026, its #322 holding.
  • Chicago Trust first reported a position in Southern Copper in Q1 2022 and has held it in 5 quarters since.
  • Chicago Trust's Southern Copper position peaked at $382K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.