Dynamic Advisor Solutions’s Southern Copper SCCO Stock Holding History

Dynamic Advisor Solutions’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	$565K	Buy	2,786 +1,036	+59%	+$198K	0.02%	623
2026 Q2	$301K	Buy	+1,750	New	+$314K	0.01%	855
2024 Q3	–	Sell	-2,009	Closed	-$200K	–	994
2024 Q2	$200K	Sell	2,009 -2,758	-58%	-$290K	0.01%	882
2024 Q1	$465K	Buy	4,767 +117	+3%	+$9.24K	0.02%	625
2023 Q4	$356K	Sell	4,650 -90	-2%	-$6.19K	0.01%	666
2023 Q3	$327K	Buy	4,740 +237	+5%	+$17.1K	0.02%	631
2023 Q2	$296K	Buy	4,503 +576	+15%	+$38.8K	0.02%	632
2023 Q1	$274K	Buy	3,927 +262	+7%	+$17.6K	0.02%	612
2022 Q4	$203K	Buy	+3,665	New	+$185K	0.01%	664
2022 Q2	–	Sell	-3,348	Closed	-$233K	–	767
2022 Q1	$233K	Buy	+3,348	New	+$212K	0.02%	636

Other funds holding SCCO

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's SCCO Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Southern Copper (SCCO) stake by 59% in Q3 2026, buying an estimated $198K and bringing the position to 2,786 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #623.

Dynamic Advisor Solutions first reported a position in SCCO in Q1 2022 and has held it in 10 quarters since. 114 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

Dynamic Advisor Solutions held 2,786 shares of Southern Copper worth $565K as of Q3 2026.
Dynamic Advisor Solutions bought 1,036 Southern Copper shares in Q3 2026, an estimated $198K.
Southern Copper made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #623 holding.
Dynamic Advisor Solutions first reported a position in Southern Copper in Q1 2022 and has held it in 10 quarters since.
114 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.