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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
Q2 		$438K Sell
2,386
-416
-15% -$74.7K 0.03% 350
2026
Q1 		$472K Buy
2,802
+232
+9% +$41.9K 0.04% 286
2025
Q4 		$358K Buy
2,570
+106
+4% +$13.9K 0.03% 347
2025
Q3 		$288K Buy
2,464
+166
+7% +$16.1K 0.04% 301
2025
Q2 		$221K Sell
2,298
-146
-6% -$12.7K 0.04% 267
2025
Q1 		$215K Buy
+2,444
New +$217K 0.07% 200
2024
Q3 		– Sell
-1,328
Closed -$132K – 732
2024
Q2 		$132K Buy
+1,328
New +$140K 0.07% 126

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triad Wealth Partners's SCCO Position: Q2 2026 in Review

Triad Wealth Partners reduced its Southern Copper (SCCO) stake by 15% in Q2 2026, selling an estimated $74.7K and leaving 2,386 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #350.

Triad Wealth Partners first reported a position in SCCO in Q2 2024 and has held it in 7 quarters since. The position peaked at $472K in Q1 2026. 863 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Triad Wealth Partners held 2,386 shares of Southern Copper worth $438K as of Q2 2026.
  • Triad Wealth Partners sold 416 Southern Copper shares in Q2 2026, an estimated $74.7K.
  • Southern Copper made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #350 holding.
  • Triad Wealth Partners first reported a position in Southern Copper in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Southern Copper position peaked at $472K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.