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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
Q1 		$1.46M Buy
8,559
+3,865
+82% +$707K 0.02% 740
2025
Q4 		$661K Sell
4,694
-2,045
-30% -$271K 0.01% 999
2025
Q3 		$796K Buy
+6,739
New +$661K 0.01% 938
2018
Q1 		– Sell
-233
Closed -$11K – 1429
2017
Q4 		$11K Buy
+233
New +$9.36K ﹤0.01% 1201

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

Summit Trail Advisors's SCCO Position: Q1 2026 in Review

Summit Trail Advisors increased its Southern Copper (SCCO) stake by 82% in Q1 2026, buying an estimated $707K and bringing the position to 8,559 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #740.

Summit Trail Advisors first reported a position in SCCO in Q4 2017 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Summit Trail Advisors held 8,559 shares of Southern Copper worth $1.46M as of Q1 2026.
  • Summit Trail Advisors bought 3,865 Southern Copper shares in Q1 2026, an estimated $707K.
  • Southern Copper made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #740 holding.
  • Summit Trail Advisors first reported a position in Southern Copper in Q4 2017 and has held it in 4 quarters since.
  • 823 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.