HWM
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HB Wealth Management’s Southern Copper SCCO Stock Holding History

HB 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
Q2 		$973K Sell
5,650
-224
-4% -$40.2K 0.01% 759
2026
Q1 		$989K Buy
5,874
+1,832
+45% +$331K 0.01% 664
2025
Q4 		$563K Buy
4,042
+356
+10% +$46.6K ﹤0.01% 859
2025
Q3 		$430K Buy
3,686
+1,205
+49% +$117K ﹤0.01% 922
2025
Q2 		$239K Sell
2,481
-40
-2% -$3.48K ﹤0.01% 1034
2025
Q1 		$222K Buy
2,521
+134
+6% +$11.9K ﹤0.01% 1105
2024
Q4 		$204K Buy
2,387
+34
+1% +$3.36K ﹤0.01% 978
2024
Q3 		$253K Sell
2,353
-558
-19% -$54.3K ﹤0.01% 815
2024
Q2 		$290K Buy
2,911
+555
+24% +$58.4K ﹤0.01% 723
2024
Q1 		$230K Buy
+2,356
New +$186K ﹤0.01% 753

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

HB Wealth Management's SCCO Position: Q2 2026 in Review

HB Wealth Management reduced its Southern Copper (SCCO) stake by 3.8% in Q2 2026, selling an estimated $40.2K and leaving 5,650 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #759.

HB Wealth Management first reported a position in SCCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $989K in Q1 2026. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • HB Wealth Management held 5,650 shares of Southern Copper worth $973K as of Q2 2026.
  • HB Wealth Management sold 224 Southern Copper shares in Q2 2026, an estimated $40.2K.
  • Southern Copper made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #759 holding.
  • HB Wealth Management first reported a position in Southern Copper in Q1 2024 and has held it in 10 quarters since.
  • HB Wealth Management's Southern Copper position peaked at $989K in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.