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Clearstead Advisors’s Southern Copper SCCO Stock Holding History

Clearstead 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
2026
Q2 		$30K Buy
174
+26
+18% +$4.67K ﹤0.01% 1669
2026
Q1 		$25K Sell
148
-60
-29% -$10.8K ﹤0.01% 1405
2025
Q4 		$28.9K Sell
208
-44
-17% -$5.76K ﹤0.01% 1597
2025
Q3 		$29.3K Hold
252
– – ﹤0.01% 1472
2025
Q2 		$24.3K Sell
252
-29
-10% -$2.52K ﹤0.01% 1540
2025
Q1 		$24.8K Hold
281
– – ﹤0.01% 1360
2024
Q4 		$24K Buy
281
+10
+4% +$987 ﹤0.01% 1330
2024
Q3 		$29.1K Buy
271
+1
+0.4% +$97 ﹤0.01% 1329
2024
Q2 		$27K Sell
270
-2
-0.7% -$210 ﹤0.01% 1297
2024
Q1 		$30.1K Sell
272
-23
-8% -$1.82K ﹤0.01% 871
2023
Q4 		$23.3K Buy
295
+25
+9% +$1.72K ﹤0.01% 914
2023
Q3 		$18.6K Buy
270
+65
+32% +$4.69K ﹤0.01% 900
2023
Q2 		$13.5K Buy
205
+2
+1% +$135 ﹤0.01% 948
2023
Q1 		$14.2K Buy
203
+94
+86% +$6.31K ﹤0.01% 898
2022
Q4 		$6.07K Buy
+109
New +$5.5K ﹤0.01% 965

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

Clearstead Advisors's SCCO Position: Q2 2026 in Review

Clearstead Advisors increased its Southern Copper (SCCO) stake by 18% in Q2 2026, buying an estimated $4.67K and bringing the position to 174 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Clearstead Advisors first reported a position in SCCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.1K in Q1 2024. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Clearstead Advisors held 174 shares of Southern Copper worth $30K as of Q2 2026.
  • Clearstead Advisors bought 26 Southern Copper shares in Q2 2026, an estimated $4.67K.
  • Southern Copper made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1669 holding.
  • Clearstead Advisors first reported a position in Southern Copper in Q4 2022 and has held it in 15 quarters since.
  • Clearstead Advisors's Southern Copper position peaked at $30.1K in Q1 2024.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.