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Cadence Wealth Management’s Southern Copper SCCO Stock Holding History

Cadence 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
Q2 		$674K Buy
3,911
+127
+3% +$22.8K 0.3% 41
2026
Q1 		$637K Buy
3,784
+123
+3% +$22.2K 0.27% 40
2025
Q4 		$510K Sell
3,661
-88
-2% -$11.5K 0.25% 41
2025
Q3 		$438K Buy
3,749
+118
+3% +$11.4K 0.23% 44
2025
Q2 		$350K Buy
3,631
+328
+10% +$28.5K 0.23% 41
2025
Q1 		$291K Buy
3,303
+185
+6% +$16.4K 0.22% 38
2024
Q4 		$266K Buy
3,118
+105
+3% +$10.4K 0.18% 42
2024
Q3 		$324K Sell
3,013
-4
-0.1% -$389 0.26% 32
2024
Q2 		$301K Sell
3,017
-1,923
-39% -$202K 0.21% 37
2024
Q1 		$482K Sell
4,940
-61
-1% -$4.82K 0.5% 19
2023
Q4 		$394K Buy
5,001
+257
+5% +$17.7K 0.31% 27
2023
Q3 		$327K Buy
4,744
+900
+23% +$65K 0.27% 27
2023
Q2 		$253K Buy
3,844
+382
+11% +$25.8K 0.24% 30
2023
Q1 		$242K Buy
+3,462
New +$232K 0.25% 26
2022
Q3 		– Sell
-5,125
Closed -$234K – 36
2022
Q2 		$234K Buy
5,125
+347
+7% +$19.8K 0.24% 26
2022
Q1 		$332K Sell
4,778
-1,272
-21% -$80.5K 0.25% 27
2021
Q4 		$342K Buy
+6,050
New +$334K 0.38% 25

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

Cadence Wealth Management's SCCO Position: Q2 2026 in Review

Cadence Wealth Management increased its Southern Copper (SCCO) stake by 3.4% in Q2 2026, buying an estimated $22.8K and bringing the position to 3,911 shares worth $674K. The position accounts for 0.3% of the portfolio, ranked #41.

Cadence Wealth Management first reported a position in SCCO in Q4 2021 and has held it in 17 quarters since. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Cadence Wealth Management held 3,911 shares of Southern Copper worth $674K as of Q2 2026.
  • Cadence Wealth Management bought 127 Southern Copper shares in Q2 2026, an estimated $22.8K.
  • Southern Copper made up 0.3% of Cadence Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Cadence Wealth Management first reported a position in Southern Copper in Q4 2021 and has held it in 17 quarters since.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.