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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
Q2 		$67.4K Buy
397
+90
+29% +$16.4K 0.03% 142
2026
Q1 		$52.9K Buy
+307
New +$56.2K 0.03% 153

Other funds holding SCCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Holos Integrated Wealth's SCCO Position: Q2 2026 in Review

Holos Integrated Wealth increased its Southern Copper (SCCO) stake by 29% in Q2 2026, buying an estimated $16.4K and bringing the position to 397 shares worth $67.4K. The position accounts for 0.03% of the portfolio, ranked #142.

Holos Integrated Wealth first reported a position in SCCO in Q1 2026 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Holos Integrated Wealth held 397 shares of Southern Copper worth $67.4K as of Q2 2026.
  • Holos Integrated Wealth bought 90 Southern Copper shares in Q2 2026, an estimated $16.4K.
  • Southern Copper made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #142 holding.
  • Holos Integrated Wealth first reported a position in Southern Copper in Q1 2026 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.