Toth Financial Advisory’s Southern Copper SCCO Stock Holding History

Toth Financial Advisory’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	$1.62K	Hold	8	–	–	﹤0.01%	828
2026 Q2	$1.4K	Hold	8	–	–	﹤0.01%	793
2026 Q1	$1.38K	Buy	+8	New	+$1.45K	﹤0.01%	763

Other funds holding SCCO

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

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Toth Financial Advisory's SCCO Position: Q3 2026 in Review

Toth Financial Advisory held its Southern Copper (SCCO) position steady in Q3 2026 at 8 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Toth Financial Advisory first reported a position in SCCO in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

Toth Financial Advisory held 8 shares of Southern Copper worth $1.62K as of Q3 2026.
Toth Financial Advisory left its Southern Copper share count unchanged in Q3 2026.
Southern Copper made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #828 holding.
Toth Financial Advisory first reported a position in Southern Copper in Q1 2026 and has held it in 3 quarters since.
30 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.