Moran Wealth Management
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Moran Wealth Management’s Southern Copper SCCO Stock Holding History

Moran 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
Q3 		$1.23M Sell
6,120
-3,706
-38% -$701K 0.03% 363
2026
Q2 		$1.67M Sell
9,826
-341
-3% -$60.6K 0.05% 350
2026
Q1 		$1.69M Buy
10,167
+1,830
+22% +$327K 0.05% 328
2025
Q4 		$1.15M Buy
8,337
+1,434
+21% +$186K 0.04% 346
2025
Q3 		$797K Buy
6,903
+331
+5% +$31.8K 0.02% 365
2025
Q2 		$627K Buy
6,572
+29
+0.4% +$2.5K 0.02% 374
2025
Q1 		$571K Buy
6,543
+343
+6% +$30.1K 0.02% 366
2024
Q4 		$523K Sell
6,200
-362
-6% -$35.4K 0.02% 368
2024
Q3 		$699K Sell
6,562
-380
-5% -$36.6K 0.02% 335
2024
Q2 		$685K Buy
6,942
+2,596
+60% +$270K 0.02% 311
2024
Q1 		$420K Sell
4,346
-604
-12% -$47.2K 0.01% 339
2023
Q4 		$386K Sell
4,950
-2,705
-35% -$184K 0.01% 346
2023
Q3 		$522K Buy
7,655
+3,643
+91% +$260K 0.02% 310
2023
Q2 		$261K Buy
+4,012
New +$268K 0.01% 363

Other funds holding SCCO

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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

Moran Wealth Management's SCCO Position: Q3 2026 in Review

Moran Wealth Management reduced its Southern Copper (SCCO) stake by 38% in Q3 2026, selling an estimated $701K and leaving 6,120 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #363.

Moran Wealth Management first reported a position in SCCO in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.69M in Q1 2026. 425 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Moran Wealth Management held 6,120 shares of Southern Copper worth $1.23M as of Q3 2026.
  • Moran Wealth Management sold 3,706 Southern Copper shares in Q3 2026, an estimated $701K.
  • Southern Copper made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #363 holding.
  • Moran Wealth Management first reported a position in Southern Copper in Q2 2023 and has held it in 14 quarters since.
  • Moran Wealth Management's Southern Copper position peaked at $1.69M in Q1 2026.
  • 425 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.