Cornerstone Planning Group
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Cornerstone Planning Group’s Southern Copper SCCO Stock Holding History

Cornerstone Planning Group’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 		– Sell
-13
Closed -$2.54K – 1392
2026
Q2 		$2.54K Buy
13
+9
+225% +$1.62K ﹤0.01% 1259
2026
Q1 		$685 Buy
+4
New +$723 ﹤0.01% 1563
2025
Q1 		– Sell
-10
Closed -$847 – 1669
2024
Q4 		$847 Buy
+10
New +$987 ﹤0.01% 996

Other funds holding SCCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 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

Cornerstone Planning Group's SCCO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Southern Copper (SCCO) in Q3 2026, closing a stake of 13 shares — an estimated $2.54K sold.

Cornerstone Planning Group first reported a position in SCCO in Q4 2024 and held it in 3 quarters. The position peaked at $2.54K in Q2 2026. 198 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Southern Copper position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 Southern Copper shares in Q3 2026, an estimated $2.54K.
  • Cornerstone Planning Group first reported a position in Southern Copper in Q4 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Southern Copper position peaked at $2.54K in Q2 2026.
  • 198 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.