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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
Q2 		$224K Sell
1,284
-1,255
-49% -$228K ﹤0.01% 367
2026
Q1 		$433K Sell
2,539
-1
-0% -$183 ﹤0.01% 386
2025
Q4 		$358K Sell
2,540
-1
-0% -$132 ﹤0.01% 355
2025
Q3 		$300K Sell
2,541
-69
-3% -$6.77K ﹤0.01% 378
2025
Q2 		$254K Sell
2,610
-96
-4% -$8.45K ﹤0.01% 372
2025
Q1 		$241K Sell
2,706
-338
-11% -$30.3K ﹤0.01% 357
2024
Q4 		$263K Sell
3,044
-1,198
-28% -$120K ﹤0.01% 369
2024
Q3 		$462K Sell
4,242
-11
-0.3% -$1.08K ﹤0.01% 330
2024
Q2 		$429K Sell
4,253
-66
-2% -$7.02K ﹤0.01% 338
2024
Q1 		$427K Sell
4,319
-97
-2% -$7.75K ﹤0.01% 331
2023
Q4 		$352K Buy
+4,416
New +$307K ﹤0.01% 352

Other funds holding SCCO

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return