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Arete Wealth Advisors’s Southern Copper SCCO Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-2,019
Closed -$236K – 680
2025
Q3 		$236K Sell
2,019
-687
-25% -$66.6K 0.01% 682
2025
Q2 		$261K Sell
2,706
-439
-14% -$38.2K 0.02% 606
2025
Q1 		$277K Buy
+3,145
New +$279K 0.02% 566

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Arete Wealth Advisors's SCCO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Southern Copper (SCCO) in Q4 2025, closing a stake of 2,019 shares — an estimated $236K sold.

Arete Wealth Advisors first reported a position in SCCO in Q1 2025 and held it in 3 quarters. The position peaked at $277K in Q1 2025. 760 funds tracked by Wall St. Rank hold SCCO as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Southern Copper position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,019 Southern Copper shares in Q4 2025, an estimated $236K.
  • Arete Wealth Advisors first reported a position in Southern Copper in Q1 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's Southern Copper position peaked at $277K in Q1 2025.
  • 760 funds tracked by Wall St. Rank held Southern Copper as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.