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Independent Advisor Alliance’s Southern Copper SCCO Stock Holding History

Independent Advisor Alliance’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 		$267K Buy
1,552
+3
+0.2% +$539 0.01% 862
2026
Q1 		$261K Buy
+1,549
New +$280K ﹤0.01% 1390
2025
Q3 		– Sell
-2,562
Closed -$247K – 973
2025
Q2 		$247K Buy
+2,562
New +$223K 0.01% 773
2024
Q2 		– Sell
-10,399
Closed -$1.01M – 741
2024
Q1 		$1.01M Buy
10,399
+136
+1% +$10.7K 0.04% 321
2023
Q4 		$809K Buy
+10,263
New +$705K 0.03% 342

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's SCCO Position: Q2 2026 in Review

Independent Advisor Alliance increased its Southern Copper (SCCO) stake by 0.19% in Q2 2026, buying an estimated $539 and bringing the position to 1,552 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #862.

Independent Advisor Alliance first reported a position in SCCO in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2024. 864 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Independent Advisor Alliance held 1,552 shares of Southern Copper worth $267K as of Q2 2026.
  • Independent Advisor Alliance bought 3 Southern Copper shares in Q2 2026, an estimated $539.
  • Southern Copper made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #862 holding.
  • Independent Advisor Alliance first reported a position in Southern Copper in Q4 2023 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Southern Copper position peaked at $1.01M in Q1 2024.
  • 864 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.