Sigma Planning Corp
SCCO icon

Sigma Planning Corp’s Southern Copper SCCO Stock Holding History

Sigma Planning Corp’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 		$328K Sell
1,616
-9,450
-85% -$1.81M 0.01% 1026
2026
Q2 		$1.91M Sell
11,066
-204
-2% -$36.6K 0.05% 380
2026
Q1 		$1.9M Buy
11,270
+8,918
+379% +$1.61M 0.05% 346
2025
Q4 		$327K Buy
2,352
+255
+12% +$33.4K 0.01% 984
2025
Q3 		$245K Sell
2,097
-227
-10% -$22K 0.01% 1123
2025
Q2 		$224K Buy
2,324
+1
+0% +$87 0.01% 1133
2025
Q1 		$205K Buy
+2,323
New +$206K 0.01% 1119
2024
Q4 		– Sell
-2,057
Closed -$221K – 1248
2024
Q3 		$221K Sell
2,057
-3
-0.1% -$292 0.01% 1093
2024
Q2 		$205K Buy
+2,060
New +$217K 0.01% 1078
2023
Q2 		– Sell
-3,467
Closed -$242K – 1338
2023
Q1 		$242K Sell
3,467
-480
-12% -$32.2K 0.01% 1096
2022
Q4 		$218K Buy
+3,947
New +$199K 0.01% 1104
2022
Q2 		– Sell
-4,597
Closed -$320K – 1412
2022
Q1 		$320K Buy
4,597
+992
+28% +$62.8K 0.01% 1030
2021
Q4 		$204K Buy
+3,605
New +$199K 0.01% 1273
2021
Q3 		– Sell
-3,487
Closed -$205K – 1480
2021
Q2 		$205K Buy
+3,487
New +$224K 0.01% 1287
2015
Q4 		– Sell
-8,517
Closed -$208K – 734
2015
Q3 		$208K Buy
8,517
+131
+2% +$3.29K 0.03% 558
2015
Q2 		$226K Buy
8,386
+2
+0% +$56 0.03% 589
2015
Q1 		$224K Sell
8,384
-2,815
-25% -$74.2K 0.03% 636
2014
Q4 		$289K Buy
+11,199
New +$298K 0.04% 515

Other funds holding SCCO

Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return

Sigma Planning Corp's SCCO Position: Q3 2026 in Review

Sigma Planning Corp reduced its Southern Copper (SCCO) stake by 85% in Q3 2026, selling an estimated $1.81M and leaving 1,616 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #1026.

Sigma Planning Corp first reported a position in SCCO in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.91M in Q2 2026. 221 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Sigma Planning Corp held 1,616 shares of Southern Copper worth $328K as of Q3 2026.
  • Sigma Planning Corp sold 9,450 Southern Copper shares in Q3 2026, an estimated $1.81M.
  • Southern Copper made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1026 holding.
  • Sigma Planning Corp first reported a position in Southern Copper in Q4 2014 and has held it in 18 quarters since.
  • Sigma Planning Corp's Southern Copper position peaked at $1.91M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.