Root Financial Partners
SCCO icon

Root Financial Partners’s Southern Copper SCCO Stock Holding History

Root Financial Partners’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 		$110K Buy
+547
New +$104K ﹤0.01% 695
2026
Q2 		– Sell
-544
Closed -$90.7K – 2650
2026
Q1 		$90.7K Buy
544
+246
+83% +$44K ﹤0.01% 610
2025
Q4 		$41K Buy
298
+111
+59% +$14.4K ﹤0.01% 800
2025
Q3 		$21.6K Buy
+187
New +$17.9K ﹤0.01% 1081

Other funds holding SCCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.32B AUM 0.51% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Root Financial Partners's SCCO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Southern Copper (SCCO) in Q3 2026: 547 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCCO as recently as Q1 2026.

Root Financial Partners first reported a position in SCCO in Q3 2025 and has held it in 4 quarters since. 776 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Root Financial Partners held 547 shares of Southern Copper worth $110K as of Q3 2026.
  • Southern Copper was a new Root Financial Partners position in Q3 2026.
  • Southern Copper made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #695 holding.
  • Root Financial Partners first reported a position in Southern Copper in Q3 2025 and has held it in 4 quarters since.
  • 776 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.