FMWA
SCCO icon

Forvis Mazars Wealth Advisors’s Southern Copper SCCO Stock Holding History

Forvis Mazars 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 		$322K Sell
1,587
-2
-0.1% -$383 0.01% 356
2026
Q2 		$274K Sell
1,589
-2
-0.1% -$359 ﹤0.01% 386
2026
Q1 		$268K Sell
1,591
-50
-3% -$9.04K 0.01% 371
2025
Q4 		$228K Buy
+1,641
New +$215K ﹤0.01% 385

Other funds holding SCCO

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SCCO Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Southern Copper (SCCO) stake by 0.13% in Q3 2026, selling an estimated $383 and leaving 1,587 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #356.

Forvis Mazars Wealth Advisors first reported a position in SCCO in Q4 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 1,587 shares of Southern Copper worth $322K as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 2 Southern Copper shares in Q3 2026, an estimated $383.
  • Southern Copper made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #356 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Southern Copper in Q4 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

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