Klein Pavlis & Peasley Financial’s Southern Copper SCCO Stock Holding History

Klein Pavlis & Peasley Financial’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	$5.53M	Buy	31,720 +3,205	+11%	+$583K	2.88%	10
2026 Q1	$4.86M	Sell	28,515 -14,480	-34%	-$2.65M	2.69%	9
2025 Q4	$6.06M	Sell	42,995 -8,854	-17%	-$1.17M	3.57%	6
2025 Q3	$6.13M	Buy	51,849 +4,166	+9%	+$409K	3.76%	6
2025 Q2	$4.65M	Buy	47,683 +1,136	+2%	+$100K	3.1%	6
2025 Q1	$4.17M	Buy	46,547 +4,497	+11%	+$404K	3%	9
2024 Q4	$3.63M	Buy	42,050 +2,004	+5%	+$200K	2.94%	7
2024 Q3	$4.36M	Buy	40,046 +859	+2%	+$84.6K	3.49%	4
2024 Q2	$3.95M	Buy	39,187 +672	+2%	+$71.5K	3.51%	4
2024 Q1	$3.8M	Sell	38,515 -3,175	-8%	-$254K	3.44%	6
2023 Q4	$3.33M	Buy	+41,690	New	+$2.9M	3.1%	8

Other funds holding SCCO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

Klein Pavlis & Peasley Financial's SCCO Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Southern Copper (SCCO) stake by 11% in Q2 2026, buying an estimated $583K and bringing the position to 31,720 shares worth $5.53M. The position accounts for 2.88% of the portfolio, ranked #10.

Klein Pavlis & Peasley Financial first reported a position in SCCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.13M in Q3 2025. 262 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Klein Pavlis & Peasley Financial held 31,720 shares of Southern Copper worth $5.53M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 3,205 Southern Copper shares in Q2 2026, an estimated $583K.
Southern Copper made up 2.88% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #10 holding.
Klein Pavlis & Peasley Financial first reported a position in Southern Copper in Q4 2023 and has held it in 11 quarters since.
Klein Pavlis & Peasley Financial's Southern Copper position peaked at $6.13M in Q3 2025.
262 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.