Ulland Investment Advisors’s Southern Copper SCCO Stock Holding History

Ulland Investment 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	$88K	Sell	507 -1	-0.2%	-$182	0.06%	104
2026 Q1	$87K	Sell	508 -107	-17%	-$19.6K	0.07%	95
2025 Q4	$87K	Sell	615 -4	-0.6%	-$530	0.07%	98
2025 Q3	$73K	Sell	619 -1,251	-67%	-$123K	0.06%	105
2025 Q2	$182K	Sell	1,870 -6	-0.3%	-$528	0.14%	68
2025 Q1	$167K	Sell	1,876 -4	-0.2%	-$359	0.14%	69
2024 Q4	$162K	Sell	1,880 -698	-27%	-$69.7K	0.1%	63
2024 Q3	$281K	Sell	2,578 -5	-0.2%	-$492	0.21%	46
2024 Q2	$261K	Buy	2,583 +1,181	+84%	+$126K	0.18%	50
2024 Q1	$138K	Hold	1,402	–	–	0.11%	73
2023 Q4	$112K	Sell	1,402 -1,457	-51%	-$101K	0.11%	76
2023 Q3	$200K	Buy	+2,859	New	+$209K	0.22%	52

Other funds holding SCCO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Ulland Investment Advisors's SCCO Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Southern Copper (SCCO) stake by 0.2% in Q2 2026, selling an estimated $182 and leaving 507 shares worth $88K. The position accounts for 0.06% of the portfolio, ranked #104.

Ulland Investment Advisors first reported a position in SCCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $281K in Q3 2024. 373 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Ulland Investment Advisors held 507 shares of Southern Copper worth $88K as of Q2 2026.
Ulland Investment Advisors sold 1 Southern Copper share in Q2 2026, an estimated $182.
Southern Copper made up 0.06% of Ulland Investment Advisors's portfolio in Q2 2026, its #104 holding.
Ulland Investment Advisors first reported a position in Southern Copper in Q3 2023 and has held it in 12 quarters since.
Ulland Investment Advisors's Southern Copper position peaked at $281K in Q3 2024.
373 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.