AE Wealth Management’s Southern Copper SCCO Stock Holding History

AE Wealth Management’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 Q1	$328K	Buy	+1,923	New	+$352K	﹤0.01%	1330
2025 Q4	–	Sell	-12,958	Closed	-$1.53M	–	2548
2025 Q3	$1.53M	Buy	+12,958	New	+$1.27M	0.01%	635
2024 Q2	–	Sell	-5,287	Closed	-$522K	–	1269
2024 Q1	$522K	Sell	5,287 -27,676	-84%	-$2.21M	0.01%	810
2023 Q4	$2.54M	Buy	32,963 +29,885	+971%	+$2.08M	0.01%	821
2023 Q3	$215K	Buy	+3,078	New	+$225K	﹤0.01%	1763
2023 Q2	–	Sell	-2,896	Closed	-$205K	–	2031
2023 Q1	$205K	Sell	2,896 -55,894	-95%	-$3.8M	﹤0.01%	1736
2022 Q4	$3.29M	Buy	58,790 +6,600	+13%	+$337K	0.02%	588
2022 Q3	$2.17M	Buy	52,190 +7,147	+16%	+$316K	0.02%	666
2022 Q2	$2.08M	Sell	45,043 -453	-1%	-$26.2K	0.02%	661
2022 Q1	$3.2M	Buy	45,496 +4,680	+11%	+$300K	0.02%	565
2021 Q4	$2.33M	Buy	40,816 +3,302	+9%	+$184K	0.02%	651
2021 Q3	$1.95M	Buy	37,514 +24,359	+185%	+$1.41M	0.02%	655
2021 Q2	$784K	Buy	+13,155	New	+$855K	0.01%	932

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's SCCO Position: Q1 2026 in Review

AE Wealth Management opened a new position in Southern Copper (SCCO) in Q1 2026: 1,923 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SCCO as recently as Q3 2025.

AE Wealth Management first reported a position in SCCO in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.29M in Q4 2022. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

AE Wealth Management held 1,923 shares of Southern Copper worth $328K as of Q1 2026.
Southern Copper was a new AE Wealth Management position in Q1 2026.
Southern Copper made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1330 holding.
AE Wealth Management first reported a position in Southern Copper in Q2 2021 and has held it in 13 quarters since.
AE Wealth Management's Southern Copper position peaked at $3.29M in Q4 2022.
822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.