Triad Wealth Partners
SCCO icon

Triad Wealth Partners’s Southern Copper SCCO Stock Holding History

Triad Wealth Partners’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 		$590K Buy
2,941
+529
+22% +$100K 0.03% 286
2026
Q2 		$438K Sell
2,412
-419
-15% -$74.5K 0.03% 350
2026
Q1 		$472K Buy
2,831
+234
+9% +$41.9K 0.04% 286
2025
Q4 		$358K Buy
2,597
+107
+4% +$13.8K 0.03% 347
2025
Q3 		$288K Buy
2,490
+168
+7% +$16.1K 0.04% 301
2025
Q2 		$221K Sell
2,322
-148
-6% -$12.7K 0.04% 267
2025
Q1 		$215K Buy
+2,470
New +$217K 0.07% 200
2024
Q3 		– Sell
-1,342
Closed -$132K – 732
2024
Q2 		$132K Buy
+1,342
New +$140K 0.07% 126

Other funds holding SCCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.32B AUM 0.51% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Triad Wealth Partners's SCCO Position: Q3 2026 in Review

Triad Wealth Partners increased its Southern Copper (SCCO) stake by 22% in Q3 2026, buying an estimated $100K and bringing the position to 2,941 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #286.

Triad Wealth Partners first reported a position in SCCO in Q2 2024 and has held it in 8 quarters since. 776 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Triad Wealth Partners held 2,941 shares of Southern Copper worth $590K as of Q3 2026.
  • Triad Wealth Partners bought 529 Southern Copper shares in Q3 2026, an estimated $100K.
  • Southern Copper made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #286 holding.
  • Triad Wealth Partners first reported a position in Southern Copper in Q2 2024 and has held it in 8 quarters since.
  • 776 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.