Finer Wealth Management
SCCO icon

Finer Wealth Management’s Southern Copper SCCO Stock Holding History

Finer Wealth Management’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 		$381K Sell
1,902
-19
-1% -$3.6K 0.15% 67
2026
Q2 		$327K Sell
1,921
-15
-0.8% -$2.67K 0.15% 70
2026
Q1 		$322K Buy
+1,936
New +$346K 0.16% 72

Other funds holding SCCO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Finer Wealth Management's SCCO Position: Q3 2026 in Review

Finer Wealth Management reduced its Southern Copper (SCCO) stake by 0.99% in Q3 2026, selling an estimated $3.6K and leaving 1,902 shares worth $381K. The position accounts for 0.15% of the portfolio, ranked #67.

Finer Wealth Management first reported a position in SCCO in Q1 2026 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Finer Wealth Management held 1,902 shares of Southern Copper worth $381K as of Q3 2026.
  • Finer Wealth Management sold 19 Southern Copper shares in Q3 2026, an estimated $3.6K.
  • Southern Copper made up 0.15% of Finer Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Finer Wealth Management first reported a position in Southern Copper in Q1 2026 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.