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Valeo Financial Advisors’s Southern Copper SCCO Stock Holding History

Valeo 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
Q3 		$293K Sell
1,447
-138
-9% -$26.4K 0.01% 642
2026
Q2 		$273K Sell
1,585
-35
-2% -$6.29K 0.01% 652
2026
Q1 		$273K Sell
1,620
-403
-20% -$72.9K 0.01% 588
2025
Q4 		$282K Sell
2,023
-713
-26% -$93.3K 0.01% 646
2025
Q3 		$319K Sell
2,736
-40
-1% -$3.88K 0.01% 587
2025
Q2 		$268K Buy
2,776
+498
+22% +$43.3K 0.01% 617
2025
Q1 		$201K Buy
+2,278
New +$202K 0.01% 643
2021
Q2 		– Sell
-52
Closed -$3K – 1569
2021
Q1 		$3K Buy
+52
New +$3.42K ﹤0.01% 1721
2020
Q4 		– Sell
-19
Closed -$1K – 1822
2020
Q3 		$1K Sell
19
-29
-60% -$1.19K ﹤0.01% 1515
2020
Q2 		$2K Buy
+48
New +$1.5K ﹤0.01% 1792
2019
Q3 		– Sell
-110
Closed -$4K – 1654
2019
Q2 		$4K Hold
110
– – ﹤0.01% 1287
2019
Q1 		$4K Sell
110
-1
-0.9% -$32 ﹤0.01% 1249
2018
Q4 		$3K Hold
111
– – ﹤0.01% 1220
2018
Q3 		$4K Sell
111
-199
-64% -$8.09K ﹤0.01% 1292
2018
Q2 		$13K Buy
310
+200
+182% +$9.48K ﹤0.01% 884
2018
Q1 		$5K Hold
110
– – ﹤0.01% 1152
2017
Q4 		$5K Buy
+110
New +$4.37K ﹤0.01% 1025

Other funds holding SCCO

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Valeo Financial Advisors's SCCO Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Southern Copper (SCCO) stake by 8.7% in Q3 2026, selling an estimated $26.4K and leaving 1,447 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #642.

Valeo Financial Advisors first reported a position in SCCO in Q4 2017 and has held it in 17 quarters since. The position peaked at $319K in Q3 2025. 30 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Valeo Financial Advisors held 1,447 shares of Southern Copper worth $293K as of Q3 2026.
  • Valeo Financial Advisors sold 138 Southern Copper shares in Q3 2026, an estimated $26.4K.
  • Southern Copper made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #642 holding.
  • Valeo Financial Advisors first reported a position in Southern Copper in Q4 2017 and has held it in 17 quarters since.
  • Valeo Financial Advisors's Southern Copper position peaked at $319K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

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