Physician Wealth Advisors’s Southern Copper SCCO Stock Holding History

Physician Wealth Advisors’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	$79.5K	Sell	456 -15	-3%	-$2.73K	0.01%	350
2026 Q1	$80.2K	Sell	471 -2	-0.4%	-$366	0.01%	316
2025 Q4	$66.6K	Buy	473 +6	+1%	+$794	0.01%	336
2025 Q3	$55.2K	Sell	467 -2	-0.4%	-$196	0.01%	361
2025 Q2	$45.7K	Buy	469 +4	+0.9%	+$352	0.01%	366
2025 Q1	$41.5K	Sell	465 -2	-0.4%	-$180	0.01%	365
2024 Q4	$40.3K	Buy	+467	New	+$46.6K	0.01%	378

Other funds holding SCCO

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's SCCO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Southern Copper (SCCO) stake by 3.2% in Q2 2026, selling an estimated $2.73K and leaving 456 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #350.

Physician Wealth Advisors first reported a position in SCCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.2K in Q1 2026. 323 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Physician Wealth Advisors held 456 shares of Southern Copper worth $79.5K as of Q2 2026.
Physician Wealth Advisors sold 15 Southern Copper shares in Q2 2026, an estimated $2.73K.
Southern Copper made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #350 holding.
Physician Wealth Advisors first reported a position in Southern Copper in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Southern Copper position peaked at $80.2K in Q1 2026.
323 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.