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Diversified Trust’s Southern Copper SCCO Stock Holding History

Diversified Trust’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 		– Sell
-10,871
Closed -$1.83M – 1191
2026
Q1 		$1.83M Buy
10,871
+2,429
+29% +$439K 0.03% 275
2025
Q4 		$1.18M Buy
+8,442
New +$1.1M 0.02% 389
2022
Q2 		– Sell
-2,896
Closed -$201K – 846
2022
Q1 		$201K Sell
2,896
-3,086
-52% -$195K 0.01% 751
2021
Q4 		$338K Hold
5,982
– – 0.01% 593
2021
Q3 		$308K Sell
5,982
-1,471
-20% -$84.2K 0.01% 586
2021
Q2 		$439K Buy
+7,453
New +$479K 0.02% 439
2020
Q1 		– Sell
-8,383
Closed -$326K – 473
2019
Q4 		$326K Buy
+8,383
New +$288K 0.01% 323

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

Diversified Trust's SCCO Position: Q2 2026 in Review

Diversified Trust sold out of Southern Copper (SCCO) in Q2 2026, closing a stake of 10,871 shares — an estimated $1.83M sold.

Diversified Trust first reported a position in SCCO in Q4 2019 and held it in 7 quarters. The position peaked at $1.83M in Q1 2026. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Diversified Trust reported no remaining Southern Copper position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 10,871 Southern Copper shares in Q2 2026, an estimated $1.83M.
  • Diversified Trust first reported a position in Southern Copper in Q4 2019 and held it in 7 quarters.
  • Diversified Trust's Southern Copper position peaked at $1.83M in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.