Steel Grove Capital Advisors’s Southern Copper SCCO Stock Holding History

Steel Grove Capital 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 Q3	$608K	Sell	2,998 -2	-0.1%	-$383	0.05%	129
2026 Q2	$517K	Hold	3,000	–	–	0.05%	140
2026 Q1	$505K	Hold	3,000	–	–	0.05%	138
2025 Q4	$417K	Buy	3,000 +29	+1%	+$3.79K	0.04%	128
2025 Q3	$289K	Sell	2,971 -30	-1%	-$2.91K	0.03%	154
2025 Q2	$289K	Hold	3,001	–	–	0.03%	152
2025 Q1	$264K	Sell	3,001 -1	-0%	-$89	0.04%	142
2024 Q4	$256K	Hold	3,002	–	–	0.04%	156
2024 Q3	$332K	Sell	3,002 -1	-0%	-$97	0.05%	136
2024 Q2	$299K	Buy	3,003 +1	+0%	+$105	0.04%	142
2024 Q1	$293K	Buy	+3,002	New	+$237K	0.04%	167

Other funds holding SCCO

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Steel Grove Capital Advisors's SCCO Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its Southern Copper (SCCO) stake by 0.07% in Q3 2026, selling an estimated $383 and leaving 2,998 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #129.

Steel Grove Capital Advisors first reported a position in SCCO in Q1 2024 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

Steel Grove Capital Advisors held 2,998 shares of Southern Copper worth $608K as of Q3 2026.
Steel Grove Capital Advisors sold 2 Southern Copper shares in Q3 2026, an estimated $383.
Southern Copper made up 0.05% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #129 holding.
Steel Grove Capital Advisors first reported a position in Southern Copper in Q1 2024 and has held it in 11 quarters since.
99 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.