OneDigital Investment Advisors’s Southern Copper SCCO Stock Holding History

OneDigital Investment 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 Q2	$390K	Sell	2,262 -762	-25%	-$137K	﹤0.01%	1155
2026 Q1	$509K	Sell	3,024 -326	-10%	-$58.9K	0.01%	946
2025 Q4	$466K	Buy	+3,350	New	+$438K	﹤0.01%	978
2021 Q3	–	Sell	-4,835	Closed	-$285K	–	803
2021 Q2	$285K	Buy	+4,835	New	+$310K	0.01%	569
2019 Q3	–	Sell	-33	Closed	-$1K	–	1040
2019 Q2	$1K	Hold	33	–	–	﹤0.01%	1172
2019 Q1	$1K	Hold	33	–	–	﹤0.01%	1094
2018 Q4	$1K	Buy	+33	New	+$1.1K	﹤0.01%	1076
2018 Q3	–	Sell	-27	Closed	-$1K	–	1182
2018 Q2	$1K	Hold	27	–	–	﹤0.01%	1299
2018 Q1	$1K	Sell	27 -410	-94%	-$19.2K	﹤0.01%	1294
2017 Q4	$19K	Hold	437	–	–	﹤0.01%	832
2017 Q3	$16K	Hold	437	–	–	0.01%	714
2017 Q2	$14K	Buy	+437	New	+$14K	﹤0.01%	865

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

OneDigital Investment Advisors's SCCO Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Southern Copper (SCCO) stake by 25% in Q2 2026, selling an estimated $137K and leaving 2,262 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

OneDigital Investment Advisors first reported a position in SCCO in Q2 2017 and has held it in 12 quarters since. The position peaked at $509K in Q1 2026. 521 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

OneDigital Investment Advisors held 2,262 shares of Southern Copper worth $390K as of Q2 2026.
OneDigital Investment Advisors sold 762 Southern Copper shares in Q2 2026, an estimated $137K.
Southern Copper made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1155 holding.
OneDigital Investment Advisors first reported a position in Southern Copper in Q2 2017 and has held it in 12 quarters since.
OneDigital Investment Advisors's Southern Copper position peaked at $509K in Q1 2026.
521 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.