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
-1,079
Closed -$375 – 2760
2022
Q4 		$375 Buy
+1,079
New +$55.1K ﹤0.01% 2458

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's SCCO Position: Q1 2026 in Review

Creative Planning increased its Southern Copper (SCCO) stake by 14% in Q1 2026, buying an estimated $2.38M and bringing the position to 107,499 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #479.

Creative Planning first reported a position in SCCO in Q2 2013 and has held it in 52 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Creative Planning held 107,499 shares of Southern Copper worth $18.3M as of Q1 2026.
  • Creative Planning bought 13,034 Southern Copper shares in Q1 2026, an estimated $2.38M.
  • Southern Copper made up 0.01% of Creative Planning's portfolio in Q1 2026, its #479 holding.
  • Creative Planning first reported a position in Southern Copper in Q2 2013 and has held it in 52 quarters since.
  • 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.