FWI
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Facet Wealth Inc’s Southern Copper SCCO Stock Holding History

Facet Wealth Inc’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 		$220K Buy
1,278
+79
+7% +$14.2K ﹤0.01% 385
2026
Q1 		$202K Buy
1,199
+38
+3% +$6.87K ﹤0.01% 345
2025
Q4 		$223K Buy
+1,161
New +$152K ﹤0.01% 276

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

Facet Wealth Inc's SCCO Position: Q2 2026 in Review

Facet Wealth Inc increased its Southern Copper (SCCO) stake by 6.6% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,278 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Facet Wealth Inc first reported a position in SCCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 863 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Facet Wealth Inc held 1,278 shares of Southern Copper worth $220K as of Q2 2026.
  • Facet Wealth Inc bought 79 Southern Copper shares in Q2 2026, an estimated $14.2K.
  • Southern Copper made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #385 holding.
  • Facet Wealth Inc first reported a position in Southern Copper in Q4 2025 and has held it in 3 quarters since.
  • Facet Wealth Inc's Southern Copper position peaked at $223K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.