Valley Brook Capital Group’s Southern Copper SCCO Stock Holding History

Valley Brook Capital Group’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	$669K	Buy	3,839 +432	+13%	+$78.5K	0.38%	64
2026 Q1	$580K	Buy	3,407 +762	+29%	+$139K	0.39%	62
2025 Q4	$373K	Buy	2,645 +58	+2%	+$7.68K	0.25%	82
2025 Q3	$306K	Sell	2,587 -57	-2%	-$5.59K	0.21%	90
2025 Q2	$258K	Sell	2,644 -128	-5%	-$11.3K	0.19%	97
2025 Q1	$247K	Sell	2,772 -22	-0.8%	-$1.98K	0.19%	98
2024 Q4	$241K	Sell	2,794 -124	-4%	-$12.4K	0.18%	103
2024 Q3	$318K	Sell	2,918 -178	-6%	-$17.5K	0.23%	93
2024 Q2	$312K	Sell	3,096 -5	-0.2%	-$532	0.24%	91
2024 Q1	$306K	Sell	3,101 -216	-7%	-$17.3K	0.24%	90
2023 Q4	$265K	Hold	3,317	–	–	0.23%	91
2023 Q3	$232K	Hold	3,317	–	–	0.23%	92
2023 Q2	$221K	Hold	3,317	–	–	0.2%	94
2023 Q1	$234K	Buy	+3,317	New	+$225K	0.22%	98
2021 Q2	–	Sell	-216	Closed	-$13K	–	365
2021 Q1	$13K	Hold	216	–	–	0.01%	349
2020 Q4	$13K	Buy	+216	New	+$11.1K	0.01%	312

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Valley Brook Capital Group's SCCO Position: Q2 2026 in Review

Valley Brook Capital Group increased its Southern Copper (SCCO) stake by 13% in Q2 2026, buying an estimated $78.5K and bringing the position to 3,839 shares worth $669K. The position accounts for 0.38% of the portfolio, ranked #64.

Valley Brook Capital Group first reported a position in SCCO in Q4 2020 and has held it in 16 quarters since. 398 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Valley Brook Capital Group held 3,839 shares of Southern Copper worth $669K as of Q2 2026.
Valley Brook Capital Group bought 432 Southern Copper shares in Q2 2026, an estimated $78.5K.
Southern Copper made up 0.38% of Valley Brook Capital Group's portfolio in Q2 2026, its #64 holding.
Valley Brook Capital Group first reported a position in Southern Copper in Q4 2020 and has held it in 16 quarters since.
398 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.