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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
Q1 		$637K Buy
3,739
+121
+3% +$22.1K 0.27% 40
2025
Q4 		$510K Sell
3,618
-86
-2% -$11.4K 0.25% 41
2025
Q3 		$438K Buy
3,704
+116
+3% +$11.4K 0.23% 44
2025
Q2 		$350K Buy
3,588
+324
+10% +$28.5K 0.23% 41
2025
Q1 		$291K Buy
3,264
+183
+6% +$16.4K 0.22% 38
2024
Q4 		$266K Buy
3,081
+104
+3% +$10.4K 0.18% 42
2024
Q3 		$324K Sell
2,977
-4
-0.1% -$394 0.26% 32
2024
Q2 		$301K Sell
2,981
-1,900
-39% -$202K 0.21% 37
2024
Q1 		$482K Sell
4,881
-61
-1% -$4.87K 0.5% 19
2023
Q4 		$394K Buy
4,942
+254
+5% +$17.7K 0.31% 27
2023
Q3 		$327K Buy
4,688
+890
+23% +$65K 0.27% 27
2023
Q2 		$253K Buy
3,798
+377
+11% +$25.7K 0.24% 30
2023
Q1 		$242K Buy
+3,421
New +$232K 0.25% 26
2022
Q3 		– Sell
-5,065
Closed -$234K – 36
2022
Q2 		$234K Buy
5,065
+343
+7% +$19.8K 0.24% 26
2022
Q1 		$332K Sell
4,722
-1,256
-21% -$80.4K 0.25% 27
2021
Q4 		$342K Buy
+5,978
New +$334K 0.38% 25

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cadence Wealth Management increased its Southern Copper (SCCO) stake by 3.3% in Q1 2026, buying an estimated $22.1K and bringing the position to 3,739 shares worth $637K. The position accounts for 0.27% of the portfolio, ranked #40.

Cadence Wealth Management first reported a position in SCCO in Q4 2021 and has held it in 16 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Cadence Wealth Management held 3,739 shares of Southern Copper worth $637K as of Q1 2026.
  • Cadence Wealth Management bought 121 Southern Copper shares in Q1 2026, an estimated $22.1K.
  • Southern Copper made up 0.27% of Cadence Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Cadence Wealth Management first reported a position in Southern Copper in Q4 2021 and has held it in 16 quarters since.
  • 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.