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Greenleaf Trust’s Southern Copper SCCO Stock Holding History

Greenleaf 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
Q1 		– Sell
-1,591
Closed -$221K – 849
2025
Q4 		$221K Buy
+1,591
New +$208K ﹤0.01% 762
2025
Q1 		– Sell
-6,938
Closed -$592K – 828
2024
Q4 		$592K Sell
6,938
-3
-0% -$296 0.01% 469
2024
Q3 		$747K Sell
6,941
-2
-0% -$195 0.01% 415
2024
Q2 		$692K Sell
6,943
-1
-0% -$105 0.01% 387
2024
Q1 		$678K Buy
6,944
+15
+0.2% +$1.18K 0.01% 387
2023
Q4 		$546K Hold
6,929
– – 0.01% 431
2023
Q3 		$478K Hold
6,929
– – 0.01% 451
2023
Q2 		$455K Hold
6,929
– – ﹤0.01% 475
2023
Q1 		$484K Hold
6,929
– – 0.01% 467
2022
Q4 		$383K Buy
6,929
+344
+5% +$17.3K ﹤0.01% 510
2022
Q3 		$270K Sell
6,585
-15
-0.2% -$656 ﹤0.01% 575
2022
Q2 		$301K Buy
6,600
+93
+1% +$5.31K ﹤0.01% 553
2022
Q1 		$452K Hold
6,507
– – 0.01% 449
2021
Q4 		$368K Sell
6,507
-232
-3% -$12.8K ﹤0.01% 532
2021
Q3 		$347K Hold
6,739
– – ﹤0.01% 523
2021
Q2 		$397K Buy
6,739
+161
+2% +$10.3K ﹤0.01% 470
2021
Q1 		$409K Buy
6,578
+71
+1% +$4.67K 0.01% 442
2020
Q4 		$388K Buy
6,507
+35
+0.5% +$1.78K 0.01% 396
2020
Q3 		$268K Buy
6,472
+88
+1% +$3.61K ﹤0.01% 440
2020
Q2 		$233K Buy
+6,384
New +$200K ﹤0.01% 466
2018
Q2 		– Sell
-4,330
Closed -$215K – 569
2018
Q1 		$215K Buy
+4,330
New +$203K ﹤0.01% 417

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

Greenleaf Trust's SCCO Position: Q1 2026 in Review

Greenleaf Trust sold out of Southern Copper (SCCO) in Q1 2026, closing a stake of 1,591 shares — an estimated $221K sold.

Greenleaf Trust first reported a position in SCCO in Q1 2018 and held it in 21 quarters. The position peaked at $747K in Q3 2024. 827 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Greenleaf Trust reported no remaining Southern Copper position as of Q1 2026 after selling out during the quarter.
  • Greenleaf Trust sold 1,591 Southern Copper shares in Q1 2026, an estimated $221K.
  • Greenleaf Trust first reported a position in Southern Copper in Q1 2018 and held it in 21 quarters.
  • Greenleaf Trust's Southern Copper position peaked at $747K in Q3 2024.
  • 827 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.