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Independent Solutions Wealth Management’s Southern Copper SCCO Stock Holding History

Independent Solutions 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 		$3.64M Sell
21,123
-424
-2% -$76.2K 0.47% 60
2026
Q1 		$3.63M Sell
21,547
-2,341
-10% -$423K 0.53% 50
2025
Q4 		$3.32M Sell
23,888
-137
-0.6% -$17.9K 0.61% 54
2025
Q3 		$2.8M Sell
24,025
-61
-0.3% -$5.92K 0.5% 68
2025
Q2 		$2.32M Buy
24,086
+31
+0.1% +$2.7K 0.45% 72
2025
Q1 		$2.12M Buy
24,055
+188
+0.8% +$16.7K 0.47% 70
2024
Q4 		$2.04M Sell
23,867
-604
-2% -$59.6K 0.45% 72
2024
Q3 		$2.63M Buy
24,471
+376
+2% +$36.6K 0.6% 52
2024
Q2 		$2.4M Sell
24,095
-629
-3% -$66.1K 0.55% 53
2024
Q1 		$2.41M Buy
24,724
+964
+4% +$76.1K 0.57% 53
2023
Q4 		$1.87M Buy
23,760
+9,953
+72% +$684K 0.48% 62
2023
Q3 		$952K Buy
13,807
+1,764
+15% +$127K 0.25% 95
2023
Q2 		$791K Buy
+12,043
New +$812K 0.2% 105
2022
Q4 		– Sell
-17,482
Closed -$718K – 224
2022
Q3 		$718K Buy
17,482
+3,680
+27% +$161K 0.24% 93
2022
Q2 		$630K Buy
13,802
+2,001
+17% +$114K 0.2% 101
2022
Q1 		$820K Buy
11,801
+4,358
+59% +$276K 0.19% 95
2021
Q4 		$421K Buy
+7,443
New +$410K 0.1% 149

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

Independent Solutions Wealth Management's SCCO Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Southern Copper (SCCO) stake by 2% in Q2 2026, selling an estimated $76.2K and leaving 21,123 shares worth $3.64M. The position accounts for 0.47% of the portfolio, ranked #60.

Independent Solutions Wealth Management first reported a position in SCCO in Q4 2021 and has held it in 17 quarters since. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Independent Solutions Wealth Management held 21,123 shares of Southern Copper worth $3.64M as of Q2 2026.
  • Independent Solutions Wealth Management sold 424 Southern Copper shares in Q2 2026, an estimated $76.2K.
  • Southern Copper made up 0.47% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Independent Solutions Wealth Management first reported a position in Southern Copper in Q4 2021 and has held it in 17 quarters since.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

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