Compass Financial Management
SCCO icon

Compass Financial Management’s Southern Copper SCCO Stock Holding History

Compass Financial Management’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 		$48.2K Hold
241
– – 0.01% 752
2026
Q2 		$41.1K Buy
+241
New +$42.8K 0.01% 721

Other funds holding SCCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.32B AUM 0.51% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Compass Financial Management's SCCO Position: Q3 2026 in Review

Compass Financial Management held its Southern Copper (SCCO) position steady in Q3 2026 at 241 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #752.

Compass Financial Management first reported a position in SCCO in Q2 2026 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Compass Financial Management held 241 shares of Southern Copper worth $48.2K as of Q3 2026.
  • Compass Financial Management left its Southern Copper share count unchanged in Q3 2026.
  • Southern Copper made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #752 holding.
  • Compass Financial Management first reported a position in Southern Copper in Q2 2026 and has held it in 2 quarters since.
  • 776 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.