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EverSource Wealth Advisors’s Southern Copper SCCO Stock Holding History

EverSource 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
Q2 		$577K Sell
3,353
-2,418
-42% -$434K 0.02% 514
2026
Q1 		$972K Buy
5,771
+1,669
+41% +$302K 0.03% 389
2025
Q4 		$571K Sell
4,102
-12
-0.3% -$1.57K 0.02% 491
2025
Q3 		$480K Sell
4,114
-446
-10% -$43.3K 0.02% 519
2025
Q2 		$439K Buy
4,560
+2,203
+93% +$192K 0.02% 509
2025
Q1 		$208K Buy
2,357
+701
+42% +$62.2K 0.01% 646
2024
Q4 		$141K Sell
1,656
-13
-0.8% -$1.28K 0.01% 799
2024
Q3 		$180K Buy
1,669
+162
+11% +$15.8K 0.01% 596
2024
Q2 		$149K Buy
1,507
+22
+1% +$2.31K 0.01% 664
2024
Q1 		$159K Buy
1,485
+318
+27% +$25.1K 0.01% 565
2023
Q4 		$92K Buy
1,167
+403
+53% +$27.7K 0.01% 669
2023
Q3 		$52.7K Sell
764
-8
-1% -$578 0.01% 782
2023
Q2 		$50.7K Buy
772
+455
+144% +$30.7K 0.01% 830
2023
Q1 		$22.1K Buy
317
+26
+9% +$1.75K ﹤0.01% 1045
2022
Q4 		$16.1K Buy
+291
New +$14.7K ﹤0.01% 1134
2022
Q3 		– Sell
-38
Closed -$2K – 2111
2022
Q2 		$2K Hold
38
– – ﹤0.01% 1557
2022
Q1 		$3K Hold
38
– – ﹤0.01% 1448
2021
Q4 		$2K Buy
+38
New +$2.1K ﹤0.01% 1613

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's SCCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Southern Copper (SCCO) stake by 42% in Q2 2026, selling an estimated $434K and leaving 3,353 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #514.

EverSource Wealth Advisors first reported a position in SCCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $972K in Q1 2026. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • EverSource Wealth Advisors held 3,353 shares of Southern Copper worth $577K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,418 Southern Copper shares in Q2 2026, an estimated $434K.
  • Southern Copper made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #514 holding.
  • EverSource Wealth Advisors first reported a position in Southern Copper in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Southern Copper position peaked at $972K in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.