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Ethos Financial Group’s Southern Copper SCCO Stock Holding History

Ethos Financial Group’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
2025
Q2 		– Sell
-3,239
Closed -$278K – 517
2025
Q1 		$278K Sell
3,239
-23
-0.7% -$2.04K 0.03% 331
2024
Q4 		$278K Buy
3,262
+19
+0.6% +$1.88K 0.04% 234
2024
Q3 		$349K Sell
3,243
-330
-9% -$32.1K 0.06% 173
2024
Q2 		$356K Buy
+3,573
New +$376K 0.06% 177

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ethos Financial Group's SCCO Position: Q2 2025 in Review

Ethos Financial Group sold out of Southern Copper (SCCO) in Q2 2025, closing a stake of 3,239 shares — an estimated $278K sold.

Ethos Financial Group first reported a position in SCCO in Q2 2024 and held it in 4 quarters. The position peaked at $356K in Q2 2024. 657 funds tracked by Wall St. Rank hold SCCO as of Q2 2025.

  • Ethos Financial Group reported no remaining Southern Copper position as of Q2 2025 after selling out during the quarter.
  • Ethos Financial Group sold 3,239 Southern Copper shares in Q2 2025, an estimated $278K.
  • Ethos Financial Group first reported a position in Southern Copper in Q2 2024 and held it in 4 quarters.
  • Ethos Financial Group's Southern Copper position peaked at $356K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held Southern Copper as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.