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Novak & Powell Financial Services’s Southern Copper SCCO Stock Holding History

Novak & Powell Financial Services’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 		$790K Sell
4,636
-1
-0% -$183 0.43% 52
2025
Q4 		$653K Hold
4,637
– – 0.34% 63
2025
Q3 		$548K Hold
4,637
– – 0.29% 78
2025
Q2 		$452K Sell
4,637
-1
-0% -$88 0.31% 74
2025
Q1 		$414K Hold
4,638
– – 0.26% 87
2024
Q4 		$400K Hold
4,638
– – 0.24% 87
2024
Q3 		$505K Hold
4,638
– – 0.29% 82
2024
Q2 		$468K Buy
4,638
+1
+0% +$106 0.29% 80
2024
Q1 		$458K Hold
4,637
– – 0.34% 73
2023
Q4 		$370K Buy
+4,637
New +$323K 0.25% 89

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

Novak & Powell Financial Services's SCCO Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Southern Copper (SCCO) stake by 0.02% in Q1 2026, selling an estimated $183 and leaving 4,636 shares worth $790K. The position accounts for 0.43% of the portfolio, ranked #52.

Novak & Powell Financial Services first reported a position in SCCO in Q4 2023 and has held it in 10 quarters since. 824 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Novak & Powell Financial Services held 4,636 shares of Southern Copper worth $790K as of Q1 2026.
  • Novak & Powell Financial Services sold 1 Southern Copper share in Q1 2026, an estimated $183.
  • Southern Copper made up 0.43% of Novak & Powell Financial Services's portfolio in Q1 2026, its #52 holding.
  • Novak & Powell Financial Services first reported a position in Southern Copper in Q4 2023 and has held it in 10 quarters since.
  • 824 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.