James T. Borello RIA
SCCO icon

James T. Borello RIA’s Southern Copper SCCO Stock Holding History

James T. Borello RIA’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
Q3 		$6.89K Hold
34
– – ﹤0.01% 702
2026
Q2 		$5.92K Sell
34
-1
-3% -$180 ﹤0.01% 739
2026
Q1 		$5.85K Hold
35
– – ﹤0.01% 705
2025
Q4 		$4.88K Buy
+35
New +$4.58K ﹤0.01% 577

Other funds holding SCCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

James T. Borello RIA's SCCO Position: Q3 2026 in Review

James T. Borello RIA held its Southern Copper (SCCO) position steady in Q3 2026 at 34 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

James T. Borello RIA first reported a position in SCCO in Q4 2025 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • James T. Borello RIA held 34 shares of Southern Copper worth $6.89K as of Q3 2026.
  • James T. Borello RIA left its Southern Copper share count unchanged in Q3 2026.
  • Southern Copper made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #702 holding.
  • James T. Borello RIA first reported a position in Southern Copper in Q4 2025 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.