Powell Investment Advisors’s Southern Copper SCCO Stock Holding History

Powell Investment 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	$1.72M	Hold	9,898	–	–	0.54%	26
2026 Q1	$1.69M	Sell	9,898 -1	-0%	-$183	0.58%	27
2025 Q4	$1.39M	Sell	9,899 -1	-0%	-$132	0.48%	30
2025 Q3	$1.17M	Hold	9,900	–	–	0.41%	33
2025 Q2	$965K	Hold	9,900	–	–	0.36%	39
2025 Q1	$883K	Sell	9,900 -1	-0%	-$90	0.43%	33
2024 Q4	$855K	Sell	9,901 -1	-0%	-$100	0.4%	40
2024 Q3	$1.08M	Sell	9,902 -1	-0%	-$98	0.5%	32
2024 Q2	$999K	Buy	9,903 +4	+0%	+$426	0.52%	33
2024 Q1	$978K	Hold	9,899	–	–	0.52%	32
2023 Q4	$790K	Hold	9,899	–	–	0.44%	38
2023 Q3	$691K	Hold	9,899	–	–	0.42%	42
2023 Q2	$658K	Hold	9,899	–	–	0.38%	46
2023 Q1	$700K	Hold	9,899	–	–	0.39%	42
2022 Q4	$554K	Hold	9,899	–	–	0.32%	53
2022 Q3	$411K	Buy	9,899 +3,299	+50%	+$146K	0.27%	65
2022 Q2	$305K	Hold	6,600	–	–	0.18%	78
2022 Q1	$464K	Hold	6,600	–	–	0.27%	57
2021 Q4	$378K	Hold	6,600	–	–	0.21%	64
2021 Q3	$343K	Hold	6,600	–	–	0.21%	68
2021 Q2	$394K	Sell	6,600 -161	-2%	-$10.5K	0.24%	58
2021 Q1	$425K	Hold	6,761	–	–	0.28%	49
2020 Q4	$408K	Hold	6,761	–	–	0.31%	47
2020 Q3	$284K	Hold	6,761	–	–	0.24%	61
2020 Q2	$249K	Buy	+6,761	New	+$214K	0.24%	75
2020 Q1	–	Sell	-7,534	Closed	-$297K	–	127
2019 Q4	$297K	Buy	+7,534	New	+$262K	0.31%	71

Other funds holding SCCO

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 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

Powell Investment Advisors's SCCO Position: Q2 2026 in Review

Powell Investment Advisors held its Southern Copper (SCCO) position steady in Q2 2026 at 9,898 shares worth $1.72M. The position accounts for 0.54% of the portfolio, ranked #26.

Powell Investment Advisors first reported a position in SCCO in Q4 2019 and has held it in 26 quarters since. 398 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Powell Investment Advisors held 9,898 shares of Southern Copper worth $1.72M as of Q2 2026.
Powell Investment Advisors left its Southern Copper share count unchanged in Q2 2026.
Southern Copper made up 0.54% of Powell Investment Advisors's portfolio in Q2 2026, its #26 holding.
Powell Investment Advisors first reported a position in Southern Copper in Q4 2019 and has held it in 26 quarters since.
398 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.