STACKSTONE WEALTH, LLC’s Southern Copper SCCO Stock Holding History

STACKSTONE WEALTH, LLC’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	$16.6M	Buy	+81,776	New	+$15.6M	1.63%	12

Other funds holding SCCO

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SCCO Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Southern Copper (SCCO) in Q3 2026: 81,776 shares worth $16.6M. The stake represents 1.63% of the portfolio and ranks #12 among its holdings.

114 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

STACKSTONE WEALTH, LLC held 81,776 shares of Southern Copper worth $16.6M as of Q3 2026.
Southern Copper was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Southern Copper made up 1.63% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #12 holding.
114 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.