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Valeo Financial Advisors’s Southern Copper SCCO Stock Holding History

Valeo Financial 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 		$273K Sell
1,585
-35
-2% -$6.29K 0.01% 652
2026
Q1 		$273K Sell
1,620
-403
-20% -$72.9K 0.01% 588
2025
Q4 		$282K Sell
2,023
-713
-26% -$93.3K 0.01% 646
2025
Q3 		$319K Sell
2,736
-40
-1% -$3.88K 0.01% 587
2025
Q2 		$268K Buy
2,776
+498
+22% +$43.3K 0.01% 617
2025
Q1 		$201K Buy
+2,278
New +$202K 0.01% 643
2021
Q2 		– Sell
-52
Closed -$3K – 1569
2021
Q1 		$3K Buy
+52
New +$3.42K ﹤0.01% 1721
2020
Q4 		– Sell
-19
Closed -$1K – 1822
2020
Q3 		$1K Sell
19
-29
-60% -$1.19K ﹤0.01% 1515
2020
Q2 		$2K Buy
+48
New +$1.5K ﹤0.01% 1792
2019
Q3 		– Sell
-110
Closed -$4K – 1654
2019
Q2 		$4K Hold
110
– – ﹤0.01% 1287
2019
Q1 		$4K Sell
110
-1
-0.9% -$32 ﹤0.01% 1249
2018
Q4 		$3K Hold
111
– – ﹤0.01% 1220
2018
Q3 		$4K Sell
111
-199
-64% -$8.09K ﹤0.01% 1292
2018
Q2 		$13K Buy
310
+200
+182% +$9.48K ﹤0.01% 884
2018
Q1 		$5K Hold
110
– – ﹤0.01% 1152
2017
Q4 		$5K Buy
+110
New +$4.37K ﹤0.01% 1025

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

Valeo Financial Advisors's SCCO Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Southern Copper (SCCO) stake by 2.2% in Q2 2026, selling an estimated $6.29K and leaving 1,585 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #652.

Valeo Financial Advisors first reported a position in SCCO in Q4 2017 and has held it in 16 quarters since. The position peaked at $319K in Q3 2025. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Valeo Financial Advisors held 1,585 shares of Southern Copper worth $273K as of Q2 2026.
  • Valeo Financial Advisors sold 35 Southern Copper shares in Q2 2026, an estimated $6.29K.
  • Southern Copper made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #652 holding.
  • Valeo Financial Advisors first reported a position in Southern Copper in Q4 2017 and has held it in 16 quarters since.
  • Valeo Financial Advisors's Southern Copper position peaked at $319K in Q3 2025.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.