Exencial Wealth Advisors’s Southern Copper SCCO Stock Holding History

Exencial 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 Q1	$414K	Sell	2,457 -126	-5%	-$22.8K	0.01%	437
2025 Q4	$360K	Sell	2,583 -238	-8%	-$31.1K	0.01%	445
2025 Q3	$329K	Buy	2,821 +2	+0.1%	+$194	0.01%	436
2025 Q2	$272K	Buy	2,819 +6	+0.2%	+$522	0.01%	444
2025 Q1	$248K	Buy	2,813 +14	+0.5%	+$1.24K	0.01%	453
2024 Q4	$239K	Sell	2,799 -1	-0%	-$99	0.01%	461
2024 Q3	$301K	Buy	2,800 +2	+0.1%	+$195	0.01%	431
2024 Q2	$279K	Sell	2,798 -5	-0.2%	-$526	0.01%	436
2024 Q1	$274K	Sell	2,803 -10	-0.4%	-$789	0.01%	446
2023 Q4	$222K	Buy	+2,813	New	+$193K	0.01%	459

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exencial Wealth Advisors's SCCO Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Southern Copper (SCCO) stake by 4.9% in Q1 2026, selling an estimated $22.8K and leaving 2,457 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #437.

Exencial Wealth Advisors first reported a position in SCCO in Q4 2023 and has held it in 10 quarters since. 829 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

Exencial Wealth Advisors held 2,457 shares of Southern Copper worth $414K as of Q1 2026.
Exencial Wealth Advisors sold 126 Southern Copper shares in Q1 2026, an estimated $22.8K.
Southern Copper made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #437 holding.
Exencial Wealth Advisors first reported a position in Southern Copper in Q4 2023 and has held it in 10 quarters since.
829 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.