Allied Private Wealth’s Southern Copper SCCO Stock Holding History

Allied Private Wealth’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	$149K	Buy	+890	New	+$162K	0.1%	140

Other funds holding SCCO

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return