CWM
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Congress Wealth Management’s Southern Copper SCCO Stock Holding History

Congress 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
2025
Q2 		$416K Buy
4,312
+312
+8% +$27.1K ﹤0.01% 978
2025
Q1 		$357K Buy
+4,000
New +$355K ﹤0.01% 903
2024
Q4 		– Sell
-2,308
Closed -$248K – 922
2024
Q3 		$248K Sell
2,308
-1
-0% -$97 ﹤0.01% 775
2024
Q2 		$230K Hold
2,309
– – ﹤0.01% 670
2024
Q1 		$225K Buy
+2,309
New +$182K ﹤0.01% 554

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's SCCO Position: Q2 2025 in Review

Congress Wealth Management increased its Southern Copper (SCCO) stake by 7.8% in Q2 2025, buying an estimated $27.1K and bringing the position to 4,312 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Congress Wealth Management first reported a position in SCCO in Q1 2024 and has held it in 5 quarters since. 656 funds tracked by Wall St. Rank hold SCCO as of Q2 2025.

  • Congress Wealth Management held 4,312 shares of Southern Copper worth $416K as of Q2 2025.
  • Congress Wealth Management bought 312 Southern Copper shares in Q2 2025, an estimated $27.1K.
  • Southern Copper made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #978 holding.
  • Congress Wealth Management first reported a position in Southern Copper in Q1 2024 and has held it in 5 quarters since.
  • 656 funds tracked by Wall St. Rank held Southern Copper as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.