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United Capital Financial Advisors’s Southern Copper SCCO Stock Holding History

United Capital Financial 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
Q2 		$1.1M Sell
6,458
-158
-2% -$28.4K 0.01% 766
2026
Q1 		$1.11M Buy
6,616
+139
+2% +$25.1K 0.01% 722
2025
Q4 		$901K Buy
6,477
+2,244
+53% +$294K 0.01% 772
2025
Q3 		$494K Buy
4,233
+225
+6% +$21.8K ﹤0.01% 860
2025
Q2 		$386K Sell
4,008
-1,482
-27% -$129K ﹤0.01% 851
2025
Q1 		$484K Buy
5,490
+1,075
+24% +$95.4K ﹤0.01% 753
2024
Q4 		$377K Sell
4,415
-170
-4% -$16.8K ﹤0.01% 815
2024
Q3 		$493K Sell
4,585
-110
-2% -$10.7K ﹤0.01% 732
2024
Q2 		$468K Sell
4,695
-881
-16% -$92.6K ﹤0.01% 723
2024
Q1 		$539K Sell
5,576
-1,356
-20% -$107K ﹤0.01% 721
2023
Q4 		$547K Buy
+6,932
New +$476K ﹤0.01% 700
2023
Q3 		– Sell
-4,787
Closed -$315K – 889
2023
Q2 		$315K Sell
4,787
-1,172
-20% -$79K ﹤0.01% 759
2023
Q1 		$416K Sell
5,959
-484
-8% -$32.5K ﹤0.01% 761
2022
Q4 		$356K Sell
6,443
-31
-0.5% -$1.56K ﹤0.01% 834
2022
Q3 		$266K Sell
6,474
-137,494
-96% -$6.01M ﹤0.01% 941
2022
Q2 		$6.57M Buy
143,968
+1,108
+0.8% +$63.2K 0.04% 306
2022
Q1 		$9.93M Buy
142,860
+20,927
+17% +$1.32M 0.05% 283
2021
Q4 		$6.89M Sell
121,933
-1,037
-0.8% -$57.2K 0.03% 326
2021
Q3 		$6.32M Buy
122,970
+11,159
+10% +$639K 0.03% 337
2021
Q2 		$6.59M Buy
111,811
+11,037
+11% +$709K 0.03% 337
2021
Q1 		$6.26M Buy
+100,774
New +$6.63M 0.03% 328
2018
Q2 		– Sell
-101,072
Closed -$5.02M – 1355
2018
Q1 		$5.02M Buy
+101,072
New +$4.73M 0.04% 414
2016
Q2 		– Sell
-9,118
Closed -$231K – 1284
2016
Q1 		$231K Sell
9,118
-12,259
-57% -$286K ﹤0.01% 1081
2015
Q4 		$511K Sell
21,377
-30,475
-59% -$753K 0.01% 879
2015
Q3 		$1.27M Sell
51,852
-7,522
-13% -$189K 0.02% 630
2015
Q2 		$1.6M Buy
59,374
+4,328
+8% +$122K 0.02% 626
2015
Q1 		$1.64M Sell
55,046
-5,420
-9% -$143K 0.02% 611
2014
Q4 		$1.56M Buy
60,466
+33,641
+125% +$896K 0.02% 534
2014
Q3 		$729K Buy
+26,825
New +$790K 0.01% 692

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

United Capital Financial Advisors's SCCO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Southern Copper (SCCO) stake by 2.4% in Q2 2026, selling an estimated $28.4K and leaving 6,458 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #766.

United Capital Financial Advisors first reported a position in SCCO in Q3 2014 and has held it in 29 quarters since. The position peaked at $9.93M in Q1 2022. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • United Capital Financial Advisors held 6,458 shares of Southern Copper worth $1.1M as of Q2 2026.
  • United Capital Financial Advisors sold 158 Southern Copper shares in Q2 2026, an estimated $28.4K.
  • Southern Copper made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #766 holding.
  • United Capital Financial Advisors first reported a position in Southern Copper in Q3 2014 and has held it in 29 quarters since.
  • United Capital Financial Advisors's Southern Copper position peaked at $9.93M in Q1 2022.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.