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SVB Wealth’s Southern Copper SCCO Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-967
Closed -$85.2K – 1419
2025
Q1 		$85.2K Sell
967
-1,722
-64% -$153K ﹤0.01% 440
2024
Q4 		$229K Buy
+2,689
New +$265K ﹤0.01% 641
2024
Q3 		– Sell
-2,746
Closed -$274K – 490
2024
Q2 		$274K Sell
2,746
-147
-5% -$15.5K 0.01% 586
2024
Q1 		$282K Buy
+2,893
New +$228K 0.01% 653
2023
Q4 		– Sell
-2,931
Closed -$202K – 936
2023
Q3 		$202K Buy
+2,931
New +$212K ﹤0.01% 744
2021
Q3 		– Sell
-4,653
Closed -$274K – 1039
2021
Q2 		$274K Sell
4,653
-456
-9% -$29.3K ﹤0.01% 793
2021
Q1 		$318K Buy
+5,109
New +$336K ﹤0.01% 662

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's SCCO Position: Q2 2025 in Review

SVB Wealth sold out of Southern Copper (SCCO) in Q2 2025, closing a stake of 967 shares — an estimated $85.2K sold.

SVB Wealth first reported a position in SCCO in Q1 2021 and held it in 7 quarters. The position peaked at $318K in Q1 2021. 656 funds tracked by Wall St. Rank hold SCCO as of Q2 2025.

  • SVB Wealth reported no remaining Southern Copper position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 967 Southern Copper shares in Q2 2025, an estimated $85.2K.
  • SVB Wealth first reported a position in Southern Copper in Q1 2021 and held it in 7 quarters.
  • SVB Wealth's Southern Copper position peaked at $318K in Q1 2021.
  • 656 funds tracked by Wall St. Rank held Southern Copper as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.