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Larry Mathis Financial Planning’s Southern Copper SCCO Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-3,767
Closed -$634K – 178
2026
Q1 		$634K Sell
3,767
-75
-2% -$13.6K 0.57% 40
2025
Q4 		$535K Buy
+3,842
New +$503K 0.47% 60

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

Larry Mathis Financial Planning's SCCO Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Southern Copper (SCCO) in Q2 2026, closing a stake of 3,767 shares — an estimated $634K sold.

Larry Mathis Financial Planning first reported a position in SCCO in Q4 2025 and held it in 2 quarters. The position peaked at $634K in Q1 2026. 857 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Southern Copper position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 3,767 Southern Copper shares in Q2 2026, an estimated $634K.
  • Larry Mathis Financial Planning first reported a position in Southern Copper in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Southern Copper position peaked at $634K in Q1 2026.
  • 857 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.