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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
Q1 		$90.7K Buy
532
+241
+83% +$44.1K ﹤0.01% 610
2025
Q4 		$41K Buy
291
+108
+59% +$14.3K ﹤0.01% 800
2025
Q3 		$21.6K Buy
+183
New +$18K ﹤0.01% 1081

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's SCCO Position: Q1 2026 in Review

Root Financial Partners increased its Southern Copper (SCCO) stake by 83% in Q1 2026, buying an estimated $44.1K and bringing the position to 532 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Root Financial Partners first reported a position in SCCO in Q3 2025 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Root Financial Partners held 532 shares of Southern Copper worth $90.7K as of Q1 2026.
  • Root Financial Partners bought 241 Southern Copper shares in Q1 2026, an estimated $44.1K.
  • Southern Copper made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #610 holding.
  • Root Financial Partners first reported a position in Southern Copper in Q3 2025 and has held it in 3 quarters since.
  • 824 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.