DBRC
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D.B. Root & Company’s Southern Copper SCCO Stock Holding History

D.B. Root & Company’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
Q2 		$1.19M Sell
6,884
-25
-0.4% -$4.49K 0.25% 53
2026
Q1 		$1.16M Sell
6,909
-31
-0.4% -$5.61K 0.28% 50
2025
Q4 		$966K Sell
6,940
-158
-2% -$20.7K 0.24% 61
2025
Q3 		$829K Sell
7,098
-188
-3% -$18.2K 0.21% 73
2025
Q2 		$702K Sell
7,286
-691
-9% -$60.1K 0.21% 81
2025
Q1 		$703K Sell
7,977
-87
-1% -$7.72K 0.23% 81
2024
Q4 		$688K Sell
8,064
-525
-6% -$51.8K 0.22% 82
2024
Q3 		$924K Sell
8,589
-2,673
-24% -$260K 0.3% 59
2024
Q2 		$1.12M Sell
11,262
-7,132
-39% -$750K 0.38% 49
2024
Q1 		$1.79M Sell
18,394
-253
-1% -$20K 0.61% 36
2023
Q4 		$1.47M Sell
18,647
-24
-0.1% -$1.65K 0.53% 43
2023
Q3 		$1.29M Sell
18,671
-200
-1% -$14.4K 0.5% 49
2023
Q2 		$1.24M Buy
18,871
+776
+4% +$52.3K 0.47% 57
2023
Q1 		$1.26M Buy
18,095
+945
+6% +$63.5K 0.5% 54
2022
Q4 		$949K Buy
+17,150
New +$865K 0.4% 70

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

D.B. Root & Company's SCCO Position: Q2 2026 in Review

D.B. Root & Company reduced its Southern Copper (SCCO) stake by 0.36% in Q2 2026, selling an estimated $4.49K and leaving 6,884 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #53.

D.B. Root & Company first reported a position in SCCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q1 2024. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • D.B. Root & Company held 6,884 shares of Southern Copper worth $1.19M as of Q2 2026.
  • D.B. Root & Company sold 25 Southern Copper shares in Q2 2026, an estimated $4.49K.
  • Southern Copper made up 0.25% of D.B. Root & Company's portfolio in Q2 2026, its #53 holding.
  • D.B. Root & Company first reported a position in Southern Copper in Q4 2022 and has held it in 15 quarters since.
  • D.B. Root & Company's Southern Copper position peaked at $1.79M in Q1 2024.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.