XML Financial’s Ero Copper ERO Stock Holding History

XML Financial’s Portfolio ERO Stock Details ERO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$209K	Buy	+5,700	New	+$183K	0.02%	425

Other funds holding ERO

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Cape Ann Asset Management London, United Kingdom $481M AUM 53.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

XML Financial's ERO Position: Q3 2026 in Review

XML Financial opened a new position in Ero Copper (ERO) in Q3 2026: 5,700 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings.

172 funds tracked by Wall St. Rank hold ERO as of Q3 2026.

XML Financial held 5,700 shares of Ero Copper worth $209K as of Q3 2026.
Ero Copper was a new XML Financial position in Q3 2026.
Ero Copper made up 0.02% of XML Financial's portfolio in Q3 2026, its #425 holding.
172 funds tracked by Wall St. Rank held Ero Copper as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.