NWMG
SCCO icon

National Wealth Management Group’s Southern Copper SCCO Stock Holding History

National Wealth Management Group’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 		$998K Sell
5,726
-345
-6% -$62.7K 0.31% 80
2026
Q1 		$1.03M Sell
6,071
-3,022
-33% -$553K 0.39% 57
2025
Q4 		$1.28M Buy
+9,093
New +$1.2M 0.44% 46

Other funds holding SCCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

National Wealth Management Group's SCCO Position: Q2 2026 in Review

National Wealth Management Group reduced its Southern Copper (SCCO) stake by 5.7% in Q2 2026, selling an estimated $62.7K and leaving 5,726 shares worth $998K. The position accounts for 0.31% of the portfolio, ranked #80.

National Wealth Management Group first reported a position in SCCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 154 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • National Wealth Management Group held 5,726 shares of Southern Copper worth $998K as of Q2 2026.
  • National Wealth Management Group sold 345 Southern Copper shares in Q2 2026, an estimated $62.7K.
  • Southern Copper made up 0.31% of National Wealth Management Group's portfolio in Q2 2026, its #80 holding.
  • National Wealth Management Group first reported a position in Southern Copper in Q4 2025 and has held it in 3 quarters since.
  • National Wealth Management Group's Southern Copper position peaked at $1.28M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.