MWM
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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
Q1 		$560K Buy
3,176
+436
+16% +$79.8K 0.01% 551
2025
Q4 		$386K Buy
2,740
+321
+13% +$42.5K 0.01% 604
2025
Q3 		$286K Sell
2,419
-80
-3% -$7.85K 0.01% 658
2025
Q2 		$244K Buy
+2,499
New +$220K 0.01% 676

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Modern Wealth Management's SCCO Position: Q1 2026 in Review

Modern Wealth Management increased its Southern Copper (SCCO) stake by 16% in Q1 2026, buying an estimated $79.8K and bringing the position to 3,176 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #551.

Modern Wealth Management first reported a position in SCCO in Q2 2025 and has held it in 4 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Modern Wealth Management held 3,176 shares of Southern Copper worth $560K as of Q1 2026.
  • Modern Wealth Management bought 436 Southern Copper shares in Q1 2026, an estimated $79.8K.
  • Southern Copper made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #551 holding.
  • Modern Wealth Management first reported a position in Southern Copper in Q2 2025 and has held it in 4 quarters since.
  • 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.