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Elevation Wealth Partners’s Southern Copper SCCO Stock Holding History

Elevation Wealth Partners’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 		$3.65K Hold
18
– – ﹤0.01% 1154
2026
Q2 		$3.14K Buy
+18
New +$3.23K ﹤0.01% 1116

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

Elevation Wealth Partners's SCCO Position: Q3 2026 in Review

Elevation Wealth Partners held its Southern Copper (SCCO) position steady in Q3 2026 at 18 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Elevation Wealth Partners first reported a position in SCCO in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Elevation Wealth Partners held 18 shares of Southern Copper worth $3.65K as of Q3 2026.
  • Elevation Wealth Partners left its Southern Copper share count unchanged in Q3 2026.
  • Southern Copper made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1154 holding.
  • Elevation Wealth Partners first reported a position in Southern Copper in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.