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Emergent Wealth Advisors’s Southern Copper SCCO Stock Holding History

Emergent Wealth Advisors’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 		$1.1M Sell
5,428
-2
-0% -$383 0.58% 36
2026
Q2 		$935K Sell
5,430
-1
-0% -$180 0.49% 37
2026
Q1 		$914K Sell
5,431
-852
-14% -$154K 0.54% 32
2025
Q4 		$875K Sell
6,283
-1
-0% -$131 0.49% 43
2025
Q3 		$734K Buy
6,284
+4
+0.1% +$388 0.43% 47
2025
Q2 		$605K Sell
6,280
-42
-0.7% -$3.65K 0.39% 53
2025
Q1 		$557K Sell
6,322
-3,203
-34% -$284K 0.4% 49
2024
Q4 		$813K Sell
9,525
-1,717
-15% -$169K 0.59% 35
2024
Q3 		$1.21M Sell
11,242
-5
-0% -$486 0.89% 25
2024
Q2 		$1.12M Sell
11,247
-3
-0% -$315 0.9% 24
2024
Q1 		$1.1M Sell
11,250
-842
-7% -$66.5K 0.95% 22
2023
Q4 		$953K Buy
+12,092
New +$831K 0.89% 25

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
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
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Emergent Wealth Advisors's SCCO Position: Q3 2026 in Review

Emergent Wealth Advisors reduced its Southern Copper (SCCO) stake by 0.04% in Q3 2026, selling an estimated $383 and leaving 5,428 shares worth $1.1M. The position accounts for 0.58% of the portfolio, ranked #36.

Emergent Wealth Advisors first reported a position in SCCO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q3 2024. 30 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Emergent Wealth Advisors held 5,428 shares of Southern Copper worth $1.1M as of Q3 2026.
  • Emergent Wealth Advisors sold 2 Southern Copper shares in Q3 2026, an estimated $383.
  • Southern Copper made up 0.58% of Emergent Wealth Advisors's portfolio in Q3 2026, its #36 holding.
  • Emergent Wealth Advisors first reported a position in Southern Copper in Q4 2023 and has held it in 12 quarters since.
  • Emergent Wealth Advisors's Southern Copper position peaked at $1.21M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.