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EP Wealth Advisors’s Southern Copper SCCO Stock Holding History

EP Wealth Advisors’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 		$218K Sell
1,268
-39
-3% -$7.01K ﹤0.01% 1470
2026
Q1 		$220K Buy
+1,307
New +$236K ﹤0.01% 1360

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

EP Wealth Advisors's SCCO Position: Q2 2026 in Review

EP Wealth Advisors reduced its Southern Copper (SCCO) stake by 3% in Q2 2026, selling an estimated $7.01K and leaving 1,268 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

EP Wealth Advisors first reported a position in SCCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • EP Wealth Advisors held 1,268 shares of Southern Copper worth $218K as of Q2 2026.
  • EP Wealth Advisors sold 39 Southern Copper shares in Q2 2026, an estimated $7.01K.
  • Southern Copper made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1470 holding.
  • EP Wealth Advisors first reported a position in Southern Copper in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's Southern Copper position peaked at $220K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.