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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
Q1 		$3.63M Sell
21,292
-2,313
-10% -$423K 0.53% 50
2025
Q4 		$3.32M Sell
23,605
-136
-0.6% -$18K 0.61% 54
2025
Q3 		$2.8M Sell
23,741
-60
-0.3% -$5.89K 0.5% 68
2025
Q2 		$2.32M Buy
23,801
+32
+0.1% +$2.82K 0.45% 72
2025
Q1 		$2.12M Buy
23,769
+185
+0.8% +$16.6K 0.47% 70
2024
Q4 		$2.04M Sell
23,584
-596
-2% -$59.5K 0.45% 72
2024
Q3 		$2.63M Buy
24,180
+370
+2% +$36.4K 0.6% 52
2024
Q2 		$2.4M Sell
23,810
-621
-3% -$66.1K 0.55% 53
2024
Q1 		$2.41M Buy
24,431
+953
+4% +$76.1K 0.57% 53
2023
Q4 		$1.87M Buy
23,478
+9,834
+72% +$684K 0.48% 62
2023
Q3 		$952K Buy
13,644
+1,744
+15% +$127K 0.25% 95
2023
Q2 		$791K Buy
+11,900
New +$812K 0.2% 105
2022
Q4 		– Sell
-17,275
Closed -$718K – 224
2022
Q3 		$718K Buy
17,275
+3,637
+27% +$161K 0.24% 93
2022
Q2 		$630K Buy
13,638
+1,977
+17% +$114K 0.2% 101
2022
Q1 		$820K Buy
11,661
+4,306
+59% +$276K 0.19% 95
2021
Q4 		$421K Buy
+7,355
New +$410K 0.1% 149

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Solutions Wealth Management's SCCO Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Southern Copper (SCCO) stake by 9.8% in Q1 2026, selling an estimated $423K and leaving 21,292 shares worth $3.63M. The position accounts for 0.53% of the portfolio, ranked #50.

Independent Solutions Wealth Management first reported a position in SCCO in Q4 2021 and has held it in 16 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Independent Solutions Wealth Management held 21,292 shares of Southern Copper worth $3.63M as of Q1 2026.
  • Independent Solutions Wealth Management sold 2,313 Southern Copper shares in Q1 2026, an estimated $423K.
  • Southern Copper made up 0.53% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Independent Solutions Wealth Management first reported a position in Southern Copper in Q4 2021 and has held it in 16 quarters since.
  • 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.