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Integrated Wealth Concepts’s Southern Copper SCCO Stock Holding History

Integrated Wealth Concepts’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 		$2.03M Buy
11,804
+342
+3% +$61.4K 0.01% 939
2026
Q1 		$1.93M Buy
+11,462
New +$2.07M 0.02% 761
2025
Q4 		– Sell
-8,498
Closed -$992K – 1976
2025
Q3 		$992K Sell
8,498
-49
-0.6% -$4.75K 0.01% 987
2025
Q2 		$823K Buy
8,547
+134
+2% +$11.7K 0.01% 1027
2025
Q1 		$741K Sell
8,413
-783
-9% -$69.5K 0.01% 964
2024
Q4 		$784K Sell
9,196
-259
-3% -$25.6K 0.01% 927
2024
Q3 		$1.02M Buy
9,455
+217
+2% +$21.1K 0.01% 794
2024
Q2 		$921K Buy
9,238
+1,094
+13% +$115K 0.01% 797
2024
Q1 		$795K Buy
8,144
+30
+0.4% +$2.37K 0.01% 855
2023
Q4 		$640K Sell
8,114
-1,082
-12% -$74.4K 0.01% 899
2023
Q3 		$634K Buy
9,196
+144
+2% +$10.4K 0.01% 881
2023
Q2 		$595K Buy
9,052
+4
+0% +$270 0.01% 911
2023
Q1 		$632K Buy
+9,048
New +$608K 0.01% 776
2021
Q3 		– Sell
-5,228
Closed -$308K – 973
2021
Q2 		$308K Buy
+5,228
New +$336K 0.01% 649

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

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

Integrated Wealth Concepts increased its Southern Copper (SCCO) stake by 3% in Q2 2026, buying an estimated $61.4K and bringing the position to 11,804 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #939.

Integrated Wealth Concepts first reported a position in SCCO in Q2 2021 and has held it in 14 quarters since. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Integrated Wealth Concepts held 11,804 shares of Southern Copper worth $2.03M as of Q2 2026.
  • Integrated Wealth Concepts bought 342 Southern Copper shares in Q2 2026, an estimated $61.4K.
  • Southern Copper made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #939 holding.
  • Integrated Wealth Concepts first reported a position in Southern Copper in Q2 2021 and has held it in 14 quarters since.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.