SF
SCCO icon

Summit Financial’s Southern Copper SCCO Stock Holding History

Summit Financial’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 		$5.8M Sell
33,661
-2,784
-8% -$500K 0.06% 313
2026
Q1 		$6.13M Buy
36,445
+2,818
+8% +$510K 0.08% 265
2025
Q4 		$4.68M Sell
33,627
-48
-0.1% -$6.28K 0.07% 284
2025
Q3 		$3.93M Buy
33,675
+110
+0.3% +$10.7K 0.06% 312
2025
Q2 		$3.23M Sell
33,565
-6,737
-17% -$586K 0.07% 222
2025
Q1 		$3.55M Buy
40,302
+6,854
+20% +$608K 0.1% 173
2024
Q4 		$2.85M Buy
+33,448
New +$3.3M 0.1% 164

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

Summit Financial's SCCO Position: Q2 2026 in Review

Summit Financial reduced its Southern Copper (SCCO) stake by 7.6% in Q2 2026, selling an estimated $500K and leaving 33,661 shares worth $5.8M. The position accounts for 0.06% of the portfolio, ranked #313.

Summit Financial first reported a position in SCCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.13M in Q1 2026. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Summit Financial held 33,661 shares of Southern Copper worth $5.8M as of Q2 2026.
  • Summit Financial sold 2,784 Southern Copper shares in Q2 2026, an estimated $500K.
  • Southern Copper made up 0.06% of Summit Financial's portfolio in Q2 2026, its #313 holding.
  • Summit Financial first reported a position in Southern Copper in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Southern Copper position peaked at $6.13M in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.