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Confluence Investment Management’s Southern Copper SCCO Stock Holding History

Confluence Investment 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
Q3 		$2.5M Buy
12,354
+2,566
+26% +$491K 0.04% 145
2026
Q2 		$1.69M Buy
9,788
+260
+3% +$46.7K 0.03% 159
2026
Q1 		$1.6M Sell
9,528
-166
-2% -$30K 0.02% 163
2025
Q4 		$1.35M Buy
9,694
+1,079
+13% +$141K 0.02% 184
2025
Q3 		$1.01M Buy
8,615
+2,333
+37% +$226K 0.01% 216
2025
Q2 		$605K Sell
6,282
-39
-0.6% -$3.39K 0.01% 239
2025
Q1 		$557K Buy
6,321
+149
+2% +$13.2K 0.01% 247
2024
Q4 		$527K Sell
6,172
-2,018
-25% -$199K 0.01% 249
2024
Q3 		$881K Buy
8,190
+343
+4% +$33.4K 0.01% 215
2024
Q2 		$782K Sell
7,847
-168
-2% -$17.7K 0.01% 219
2024
Q1 		$782K Sell
8,015
-276
-3% -$21.8K 0.01% 211
2023
Q4 		$654K Buy
8,291
+497
+6% +$34.2K 0.01% 222
2023
Q3 		$538K Sell
7,794
-78
-1% -$5.63K 0.01% 223
2023
Q2 		$517K Sell
7,872
-300
-4% -$20.2K 0.01% 229
2023
Q1 		$571K Buy
8,172
+276
+3% +$18.5K 0.01% 222
2022
Q4 		$437K Buy
7,896
+182
+2% +$9.18K 0.01% 246
2022
Q3 		$317K Buy
7,714
+613
+9% +$26.8K 0.01% 262
2022
Q2 		$324K Buy
7,101
+1,423
+25% +$81.2K 0.01% 265
2022
Q1 		$395K Buy
5,678
+376
+7% +$23.8K 0.01% 260
2021
Q4 		$300K Sell
5,302
-69
-1% -$3.81K ﹤0.01% 268
2021
Q3 		$276K Sell
5,371
-155
-3% -$8.87K ﹤0.01% 272
2021
Q2 		$326K Buy
5,526
+400
+8% +$25.7K ﹤0.01% 262
2021
Q1 		$319K Buy
5,126
+748
+17% +$49.2K ﹤0.01% 261
2020
Q4 		$261K Buy
+4,378
New +$223K ﹤0.01% 273

Other funds holding SCCO

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Confluence Investment Management's SCCO Position: Q3 2026 in Review

Confluence Investment Management increased its Southern Copper (SCCO) stake by 26% in Q3 2026, buying an estimated $491K and bringing the position to 12,354 shares worth $2.5M. The position accounts for 0.04% of the portfolio, ranked #145.

Confluence Investment Management first reported a position in SCCO in Q4 2020 and has held it in 24 quarters since. 30 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Confluence Investment Management held 12,354 shares of Southern Copper worth $2.5M as of Q3 2026.
  • Confluence Investment Management bought 2,566 Southern Copper shares in Q3 2026, an estimated $491K.
  • Southern Copper made up 0.04% of Confluence Investment Management's portfolio in Q3 2026, its #145 holding.
  • Confluence Investment Management first reported a position in Southern Copper in Q4 2020 and has held it in 24 quarters since.
  • 30 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.