Kestra Advisory Services
SCCO icon

Kestra Advisory Services’s Southern Copper SCCO Stock Holding History

Kestra Advisory Services’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
Q3 		$7.48M Buy
37,298
+9,244
+33% +$1.75M 0.02% 707
2026
Q2 		$4.78M Sell
28,054
-565
-2% -$100K 0.02% 876
2026
Q1 		$4.77M Sell
28,619
-1,857
-6% -$332K 0.02% 819
2025
Q4 		$4.2M Buy
30,476
+13,750
+82% +$1.78M 0.02% 843
2025
Q3 		$1.93M Sell
16,726
-35
-0.2% -$3.36K 0.01% 1170
2025
Q2 		$1.6M Buy
16,761
+3,089
+23% +$266K 0.01% 1199
2025
Q1 		$1.19M Sell
13,672
-6,765
-33% -$594K 0.01% 1287
2024
Q4 		$1.73M Buy
20,437
+1,750
+9% +$171K 0.01% 1083
2024
Q3 		$1.99M Sell
18,687
-2,712
-13% -$261K 0.01% 952
2024
Q2 		$2.11M Buy
21,399
+193
+0.9% +$20.1K 0.01% 937
2024
Q1 		$2.05M Buy
21,206
+1,979
+10% +$155K 0.01% 868
2023
Q4 		$1.5M Buy
19,227
+3,558
+23% +$242K 0.01% 937
2023
Q3 		$1.07M Buy
15,669
+5,812
+59% +$415K 0.01% 963
2023
Q2 		$641K Sell
9,857
-1,131
-10% -$75.5K 0.01% 1203
2023
Q1 		$759K Sell
10,988
-749
-6% -$49.8K 0.01% 1074
2022
Q4 		$642K Sell
11,737
-5,762
-33% -$287K 0.01% 1261
2022
Q3 		$711K Buy
17,499
+4,346
+33% +$188K 0.01% 1125
2022
Q2 		$594K Buy
13,153
+5,552
+73% +$313K 0.01% 1225
2022
Q1 		$523K Buy
7,601
+2,934
+63% +$184K 0.01% 1268
2021
Q4 		$261K Buy
4,667
+374
+9% +$20.4K ﹤0.01% 1697
2021
Q3 		$218K Buy
4,293
+21
+0.5% +$1.19K ﹤0.01% 1927
2021
Q2 		$249K Sell
4,272
-662
-13% -$42.1K ﹤0.01% 1702
2021
Q1 		$303K Sell
4,934
-11,034
-69% -$718K ﹤0.01% 1461
2020
Q4 		$953K Buy
15,968
+15,858
+14,416% +$798K 0.01% 889
2020
Q3 		$304K Buy
+110
New +$4.47K 0.01% 1107

Other funds holding SCCO

AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Kestra Advisory Services's SCCO Position: Q3 2026 in Review

Kestra Advisory Services increased its Southern Copper (SCCO) stake by 33% in Q3 2026, buying an estimated $1.75M and bringing the position to 37,298 shares worth $7.48M. The position accounts for 0.02% of the portfolio, ranked #707.

Kestra Advisory Services first reported a position in SCCO in Q3 2020 and has held it in 25 quarters since. 353 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Kestra Advisory Services held 37,298 shares of Southern Copper worth $7.48M as of Q3 2026.
  • Kestra Advisory Services bought 9,244 Southern Copper shares in Q3 2026, an estimated $1.75M.
  • Southern Copper made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #707 holding.
  • Kestra Advisory Services first reported a position in Southern Copper in Q3 2020 and has held it in 25 quarters since.
  • 353 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.