Creative Planning
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Creative Planning’s Southern Copper SCCO Stock Holding History

Creative Planning’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
2023
Q1 		– Sell
-1,092
Closed -$375 – 2760
2022
Q4 		$375 Buy
+1,092
New +$55.1K ﹤0.01% 2458

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

Creative Planning's SCCO Position: Q2 2026 in Review

Creative Planning increased its Southern Copper (SCCO) stake by 4.6% in Q2 2026, buying an estimated $896K and bringing the position to 113,776 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #514.

Creative Planning first reported a position in SCCO in Q2 2013 and has held it in 53 quarters since. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Creative Planning held 113,776 shares of Southern Copper worth $19.6M as of Q2 2026.
  • Creative Planning bought 4,987 Southern Copper shares in Q2 2026, an estimated $896K.
  • Southern Copper made up 0.01% of Creative Planning's portfolio in Q2 2026, its #514 holding.
  • Creative Planning first reported a position in Southern Copper in Q2 2013 and has held it in 53 quarters since.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.