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Garton & Associates Financial Advisors’s Southern Copper SCCO Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-965
Closed -$134K – 586
2025
Q4 		$134K Buy
+965
New +$126K 0.08% 183

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

Garton & Associates Financial Advisors's SCCO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Southern Copper (SCCO) in Q1 2026, closing a stake of 965 shares — an estimated $134K sold.

Garton & Associates Financial Advisors first reported a position in SCCO in Q4 2025 and held it in 1 quarter. The position peaked at $134K in Q4 2025. 826 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Southern Copper position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 965 Southern Copper shares in Q1 2026, an estimated $134K.
  • Garton & Associates Financial Advisors first reported a position in Southern Copper in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Southern Copper position peaked at $134K in Q4 2025.
  • 826 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.