CoreCap Advisors
SCCO icon

CoreCap Advisors’s Southern Copper SCCO Stock Holding History

CoreCap 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
Q3 		$436K Sell
2,151
-393
-15% -$75.2K 0.01% 585
2026
Q2 		$438K Buy
2,544
+88
+4% +$15.8K 0.01% 587
2026
Q1 		$413K Buy
2,456
+869
+55% +$157K 0.01% 558
2025
Q4 		$221K Sell
1,587
-17
-1% -$2.22K 0.01% 761
2025
Q3 		$187K Sell
1,604
-25
-2% -$2.42K 0.01% 819
2025
Q2 		$157K Sell
1,629
-2
-0.1% -$174 0.01% 828
2025
Q1 		$144K Buy
1,631
+132
+9% +$11.7K 0.01% 771
2024
Q4 		$128K Sell
1,499
-23,455
-94% -$2.31M 0.01% 837
2024
Q3 		$2.69M Buy
24,954
+2,525
+11% +$246K 0.13% 167
2024
Q2 		$2.24M Sell
22,429
-3,513
-14% -$369K 0.23% 89
2024
Q1 		$2.53M Sell
25,942
-1,143
-4% -$90.2K 0.13% 150
2023
Q4 		$2.14M Buy
27,085
+246
+0.9% +$16.9K 0.14% 147
2023
Q3 		$1.85M Buy
26,839
+2,545
+10% +$184K 0.13% 151
2023
Q2 		$1.6M Buy
+24,294
New +$1.64M 0.11% 180
2022
Q4 		$71.1K Buy
+1,286
New +$64.8K 0.01% 857
2022
Q3 		– Sell
-827
Closed -$38K – 1785
2022
Q2 		$38K Buy
+827
New +$47.2K ﹤0.01% 1028
2022
Q1 		– Sell
-1,497
Closed -$85K – 1787
2021
Q4 		$85K Buy
+1,497
New +$82.5K 0.01% 813

Other funds holding SCCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

CoreCap Advisors's SCCO Position: Q3 2026 in Review

CoreCap Advisors reduced its Southern Copper (SCCO) stake by 15% in Q3 2026, selling an estimated $75.2K and leaving 2,151 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #585.

CoreCap Advisors first reported a position in SCCO in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.69M in Q3 2024. 180 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • CoreCap Advisors held 2,151 shares of Southern Copper worth $436K as of Q3 2026.
  • CoreCap Advisors sold 393 Southern Copper shares in Q3 2026, an estimated $75.2K.
  • Southern Copper made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #585 holding.
  • CoreCap Advisors first reported a position in Southern Copper in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Southern Copper position peaked at $2.69M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.