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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
Q1 		$472K Buy
2,768
+229
+9% +$41.9K 0.04% 286
2025
Q4 		$358K Buy
2,539
+104
+4% +$13.8K 0.03% 347
2025
Q3 		$288K Buy
2,435
+165
+7% +$16.2K 0.04% 301
2025
Q2 		$221K Sell
2,270
-145
-6% -$12.8K 0.04% 267
2025
Q1 		$215K Buy
+2,415
New +$217K 0.07% 200
2024
Q3 		– Sell
-1,313
Closed -$132K – 732
2024
Q2 		$132K Buy
+1,313
New +$140K 0.07% 126

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's SCCO Position: Q1 2026 in Review

Triad Wealth Partners increased its Southern Copper (SCCO) stake by 9% in Q1 2026, buying an estimated $41.9K and bringing the position to 2,768 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #286.

Triad Wealth Partners first reported a position in SCCO in Q2 2024 and has held it in 6 quarters since. 824 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Triad Wealth Partners held 2,768 shares of Southern Copper worth $472K as of Q1 2026.
  • Triad Wealth Partners bought 229 Southern Copper shares in Q1 2026, an estimated $41.9K.
  • Southern Copper made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #286 holding.
  • Triad Wealth Partners first reported a position in Southern Copper in Q2 2024 and has held it in 6 quarters since.
  • 824 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.