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Modern Wealth Management’s Southern Copper SCCO Stock Holding History

Modern 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
Q2 		$1.19M Buy
6,909
+3,694
+115% +$664K 0.01% 481
2026
Q1 		$560K Buy
3,215
+442
+16% +$79.9K 0.01% 551
2025
Q4 		$386K Buy
2,773
+325
+13% +$42.5K 0.01% 604
2025
Q3 		$286K Sell
2,448
-81
-3% -$7.86K 0.01% 658
2025
Q2 		$244K Buy
+2,529
New +$220K 0.01% 676

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

Modern Wealth Management's SCCO Position: Q2 2026 in Review

Modern Wealth Management increased its Southern Copper (SCCO) stake by 115% in Q2 2026, buying an estimated $664K and bringing the position to 6,909 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #481.

Modern Wealth Management first reported a position in SCCO in Q2 2025 and has held it in 5 quarters since. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Modern Wealth Management held 6,909 shares of Southern Copper worth $1.19M as of Q2 2026.
  • Modern Wealth Management bought 3,694 Southern Copper shares in Q2 2026, an estimated $664K.
  • Southern Copper made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Modern Wealth Management first reported a position in Southern Copper in Q2 2025 and has held it in 5 quarters since.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.