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Congress Asset Management’s Southern Copper SCCO Stock Holding History

Congress Asset 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 		$263K Hold
1,299
– – ﹤0.01% 378
2026
Q2 		$224K Sell
1,299
-1,271
-49% -$228K ﹤0.01% 367
2026
Q1 		$433K Sell
2,570
-1
-0% -$181 ﹤0.01% 386
2025
Q4 		$358K Sell
2,571
-1
-0% -$131 ﹤0.01% 355
2025
Q3 		$300K Sell
2,572
-69
-3% -$6.69K ﹤0.01% 378
2025
Q2 		$254K Sell
2,641
-97
-4% -$8.44K ﹤0.01% 372
2025
Q1 		$241K Sell
2,738
-343
-11% -$30.4K ﹤0.01% 357
2024
Q4 		$263K Sell
3,081
-1,212
-28% -$120K ﹤0.01% 369
2024
Q3 		$462K Sell
4,293
-11
-0.3% -$1.07K ﹤0.01% 330
2024
Q2 		$429K Sell
4,304
-67
-2% -$7.04K ﹤0.01% 338
2024
Q1 		$427K Sell
4,371
-98
-2% -$7.74K ﹤0.01% 331
2023
Q4 		$352K Buy
+4,469
New +$307K ﹤0.01% 352

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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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

Congress Asset Management's SCCO Position: Q3 2026 in Review

Congress Asset Management held its Southern Copper (SCCO) position steady in Q3 2026 at 1,299 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Congress Asset Management first reported a position in SCCO in Q4 2023 and has held it in 12 quarters since. The position peaked at $462K in Q3 2024. 30 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Congress Asset Management held 1,299 shares of Southern Copper worth $263K as of Q3 2026.
  • Congress Asset Management left its Southern Copper share count unchanged in Q3 2026.
  • Southern Copper made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #378 holding.
  • Congress Asset Management first reported a position in Southern Copper in Q4 2023 and has held it in 12 quarters since.
  • Congress Asset Management's Southern Copper position peaked at $462K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.