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GoalVest Advisory’s Southern Copper SCCO Stock Holding History

GoalVest Advisory’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 		– Sell
-18,976
Closed -$3.19M – 550
2026
Q1 		$3.19M Sell
18,976
-120
-0.6% -$21.7K 0.62% 25
2025
Q4 		$2.66M Sell
19,096
-18
-0.1% -$2.35K 0.51% 28
2025
Q3 		$2.23M Sell
19,114
-10
-0.1% -$970 0.47% 33
2025
Q2 		$1.84M Sell
19,124
-12
-0.1% -$1.04K 0.46% 36
2025
Q1 		$1.69M Buy
19,136
+1,374
+8% +$122K 0.46% 41
2024
Q4 		$1.52M Sell
17,762
-16
-0.1% -$1.58K 0.42% 39
2024
Q3 		$1.91M Sell
17,778
-3,598
-17% -$350K 0.55% 29
2024
Q2 		$2.13M Sell
21,376
-55
-0.3% -$5.78K 0.68% 21
2024
Q1 		$2.09M Buy
+21,431
New +$1.69M 0.7% 19

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

GoalVest Advisory's SCCO Position: Q2 2026 in Review

GoalVest Advisory sold out of Southern Copper (SCCO) in Q2 2026, closing a stake of 18,976 shares — an estimated $3.19M sold.

GoalVest Advisory first reported a position in SCCO in Q1 2024 and held it in 9 quarters. The position peaked at $3.19M in Q1 2026. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • GoalVest Advisory reported no remaining Southern Copper position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 18,976 Southern Copper shares in Q2 2026, an estimated $3.19M.
  • GoalVest Advisory first reported a position in Southern Copper in Q1 2024 and held it in 9 quarters.
  • GoalVest Advisory's Southern Copper position peaked at $3.19M in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.