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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
Q2 		– Sell
-539
Closed -$90.7K – 2650
2026
Q1 		$90.7K Buy
539
+244
+83% +$44.1K ﹤0.01% 610
2025
Q4 		$41K Buy
295
+110
+59% +$14.4K ﹤0.01% 800
2025
Q3 		$21.6K Buy
+185
New +$17.9K ﹤0.01% 1081

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

Root Financial Partners's SCCO Position: Q2 2026 in Review

Root Financial Partners sold out of Southern Copper (SCCO) in Q2 2026, closing a stake of 539 shares — an estimated $90.7K sold.

Root Financial Partners first reported a position in SCCO in Q3 2025 and held it in 3 quarters. The position peaked at $90.7K in Q1 2026. 863 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Root Financial Partners reported no remaining Southern Copper position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 539 Southern Copper shares in Q2 2026, an estimated $90.7K.
  • Root Financial Partners first reported a position in Southern Copper in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Southern Copper position peaked at $90.7K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.