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Summit Trail Advisors’s Southern Copper SCCO Stock Holding History

Summit Trail Advisors’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 		$1.52M Buy
8,838
+177
+2% +$31.8K 0.02% 785
2026
Q1 		$1.46M Buy
8,661
+3,911
+82% +$707K 0.02% 740
2025
Q4 		$661K Sell
4,750
-2,070
-30% -$271K 0.01% 999
2025
Q3 		$796K Buy
+6,820
New +$661K 0.01% 938
2018
Q1 		– Sell
-236
Closed -$11K – 1429
2017
Q4 		$11K Buy
+236
New +$9.37K ﹤0.01% 1201

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 Trail Advisors's SCCO Position: Q2 2026 in Review

Summit Trail Advisors increased its Southern Copper (SCCO) stake by 2% in Q2 2026, buying an estimated $31.8K and bringing the position to 8,838 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #785.

Summit Trail Advisors first reported a position in SCCO in Q4 2017 and has held it in 5 quarters since. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Summit Trail Advisors held 8,838 shares of Southern Copper worth $1.52M as of Q2 2026.
  • Summit Trail Advisors bought 177 Southern Copper shares in Q2 2026, an estimated $31.8K.
  • Southern Copper made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #785 holding.
  • Summit Trail Advisors first reported a position in Southern Copper in Q4 2017 and has held it in 5 quarters since.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.