Evermay Wealth Management
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Evermay Wealth Management’s Southern Copper SCCO Stock Holding History

Evermay Wealth Management’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
Q3 		– Sell
-292
Closed -$49.8K – 666
2026
Q2 		$49.8K Buy
+292
New +$51.9K 0.01% 356
2023
Q2 		– Sell
-18
Closed -$1.22K – 567
2023
Q1 		$1.22K Buy
+18
New +$1.2K ﹤0.01% 498

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Geode Capital Management
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AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Evermay Wealth Management's SCCO Position: Q3 2026 in Review

Evermay Wealth Management sold out of Southern Copper (SCCO) in Q3 2026, closing a stake of 292 shares — an estimated $49.8K sold.

Evermay Wealth Management first reported a position in SCCO in Q1 2023 and held it in 2 quarters. The position peaked at $49.8K in Q2 2026. 460 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Evermay Wealth Management reported no remaining Southern Copper position as of Q3 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 292 Southern Copper shares in Q3 2026, an estimated $49.8K.
  • Evermay Wealth Management first reported a position in Southern Copper in Q1 2023 and held it in 2 quarters.
  • Evermay Wealth Management's Southern Copper position peaked at $49.8K in Q2 2026.
  • 460 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.