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 Q2	$808K	Sell	4,691 -1	-0%	-$180	0.38%	57
2026 Q1	$790K	Hold	4,692	–	–	0.43%	52
2025 Q4	$653K	Sell	4,692 -1	-0%	-$131	0.34%	63
2025 Q3	$548K	Hold	4,693	–	–	0.29%	78
2025 Q2	$452K	Sell	4,693 -1	-0%	-$87	0.31%	74
2025 Q1	$414K	Hold	4,694	–	–	0.26%	87
2024 Q4	$400K	Hold	4,694	–	–	0.24%	87
2024 Q3	$505K	Hold	4,694	–	–	0.29%	82
2024 Q2	$468K	Buy	4,694 +1	+0%	+$105	0.29%	80
2024 Q1	$458K	Hold	4,693	–	–	0.34%	73
2023 Q4	$370K	Buy	+4,693	New	+$323K	0.25%	89

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Novak & Powell Financial Services's SCCO Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Southern Copper (SCCO) stake by 0.02% in Q2 2026, selling an estimated $180 and leaving 4,691 shares worth $808K. The position accounts for 0.38% of the portfolio, ranked #57.

Novak & Powell Financial Services first reported a position in SCCO in Q4 2023 and has held it in 11 quarters since. 863 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Novak & Powell Financial Services held 4,691 shares of Southern Copper worth $808K as of Q2 2026.
Novak & Powell Financial Services sold 1 Southern Copper share in Q2 2026, an estimated $180.
Southern Copper made up 0.38% of Novak & Powell Financial Services's portfolio in Q2 2026, its #57 holding.
Novak & Powell Financial Services first reported a position in Southern Copper in Q4 2023 and has held it in 11 quarters since.
863 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.