Holos Integrated Wealth
SCCO icon

Holos Integrated Wealth’s Southern Copper SCCO Stock Holding History

Holos Integrated Wealth’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 		$84.9K Buy
421
+19
+5% +$3.63K 0.04% 131
2026
Q2 		$67.4K Buy
402
+91
+29% +$16.3K 0.03% 142
2026
Q1 		$52.9K Buy
+311
New +$56.2K 0.03% 153

Other funds holding SCCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Holos Integrated Wealth's SCCO Position: Q3 2026 in Review

Holos Integrated Wealth increased its Southern Copper (SCCO) stake by 4.7% in Q3 2026, buying an estimated $3.63K and bringing the position to 421 shares worth $84.9K. The position accounts for 0.04% of the portfolio, ranked #131.

Holos Integrated Wealth first reported a position in SCCO in Q1 2026 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Holos Integrated Wealth held 421 shares of Southern Copper worth $84.9K as of Q3 2026.
  • Holos Integrated Wealth bought 19 Southern Copper shares in Q3 2026, an estimated $3.63K.
  • Southern Copper made up 0.04% of Holos Integrated Wealth's portfolio in Q3 2026, its #131 holding.
  • Holos Integrated Wealth first reported a position in Southern Copper in Q1 2026 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.