BWP
SCCO icon

Balboa Wealth Partners’s Southern Copper SCCO Stock Holding History

Balboa Wealth Partners’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 		$1.23M Buy
7,119
+244
+4% +$43.8K 0.17% 103
2026
Q1 		$1.16M Sell
6,875
-246
-3% -$44.5K 0.19% 91
2025
Q4 		$991K Buy
7,121
+137
+2% +$17.9K 0.16% 95
2025
Q3 		$815K Buy
6,984
+365
+6% +$35.4K 0.14% 117
2025
Q2 		$638K Buy
6,619
+3,043
+85% +$265K 0.13% 134
2025
Q1 		$315K Buy
3,576
+844
+31% +$74.9K 0.08% 189
2024
Q4 		$233K Buy
2,732
+228
+9% +$22.5K 0.05% 250
2024
Q3 		$270K Sell
2,504
-25
-1% -$2.43K 0.07% 199
2024
Q2 		$252K Sell
2,529
-1,280
-34% -$135K 0.07% 218
2024
Q1 		$372K Buy
3,809
+515
+16% +$40.7K 0.11% 140
2023
Q4 		$260K Sell
3,294
-10,357
-76% -$712K 0.09% 179
2023
Q3 		$942K Sell
13,651
-9,683
-41% -$699K 0.35% 50
2023
Q2 		$1.53M Buy
23,334
+359
+2% +$24.2K 0.53% 31
2023
Q1 		$1.6M Sell
22,975
-1,395
-6% -$93.7K 0.61% 27
2022
Q4 		$1.35M Sell
24,370
-255
-1% -$12.9K 0.61% 31
2022
Q3 		$1.01M Buy
+24,625
New +$1.08M 0.44% 48

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's SCCO Position: Q2 2026 in Review

Balboa Wealth Partners increased its Southern Copper (SCCO) stake by 3.5% in Q2 2026, buying an estimated $43.8K and bringing the position to 7,119 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #103.

Balboa Wealth Partners first reported a position in SCCO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.6M in Q1 2023. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Balboa Wealth Partners held 7,119 shares of Southern Copper worth $1.23M as of Q2 2026.
  • Balboa Wealth Partners bought 244 Southern Copper shares in Q2 2026, an estimated $43.8K.
  • Southern Copper made up 0.17% of Balboa Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Balboa Wealth Partners first reported a position in Southern Copper in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Southern Copper position peaked at $1.6M in Q1 2023.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.