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Kingswood Wealth Advisors’s Southern Copper SCCO Stock Holding History

Kingswood Wealth Advisors’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 		$720K Sell
4,184
-185
-4% -$33.2K 0.03% 502
2026
Q1 		$735K Sell
4,369
-221
-5% -$40K 0.03% 446
2025
Q4 		$639K Sell
4,590
-237
-5% -$31K 0.03% 457
2025
Q3 		$564K Buy
+4,827
New +$468K 0.03% 450
2024
Q4 		– Sell
-5,837
Closed -$628K – 886
2024
Q3 		$628K Buy
+5,837
New +$568K 0.04% 398

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

Kingswood Wealth Advisors's SCCO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Southern Copper (SCCO) stake by 4.2% in Q2 2026, selling an estimated $33.2K and leaving 4,184 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #502.

Kingswood Wealth Advisors first reported a position in SCCO in Q3 2024 and has held it in 5 quarters since. The position peaked at $735K in Q1 2026. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Kingswood Wealth Advisors held 4,184 shares of Southern Copper worth $720K as of Q2 2026.
  • Kingswood Wealth Advisors sold 185 Southern Copper shares in Q2 2026, an estimated $33.2K.
  • Southern Copper made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #502 holding.
  • Kingswood Wealth Advisors first reported a position in Southern Copper in Q3 2024 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Southern Copper position peaked at $735K in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.