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Venturi Wealth Management’s Southern Copper SCCO Stock Holding History

Venturi Wealth Management’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 		$777K Hold
4,560
– – 0.04% 241
2025
Q4 		$642K Sell
4,560
-1
-0% -$132 0.03% 282
2025
Q3 		$539K Buy
4,561
+236
+5% +$23.2K 0.03% 322
2025
Q2 		$422K Buy
4,325
+40
+0.9% +$3.52K 0.02% 354
2025
Q1 		$382K Hold
4,285
– – 0.02% 383
2024
Q4 		$370K Buy
4,285
+1,069
+33% +$107K 0.02% 398
2024
Q3 		$350K Sell
3,216
-8
-0.2% -$788 0.02% 353
2024
Q2 		$325K Buy
3,224
+7
+0.2% +$745 0.02% 338
2024
Q1 		$318K Buy
3,217
+2,697
+519% +$215K 0.02% 306
2023
Q4 		$41.5K Buy
520
+324
+165% +$22.5K ﹤0.01% 519
2023
Q3 		$13.7K Buy
+196
New +$14.3K ﹤0.01% 735
2023
Q2 		– Sell
-196
Closed -$13.9K – 1223
2023
Q1 		$13.9K Buy
+196
New +$13.3K ﹤0.01% 664

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

Venturi Wealth Management's SCCO Position: Q1 2026 in Review

Venturi Wealth Management held its Southern Copper (SCCO) position steady in Q1 2026 at 4,560 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #241.

Venturi Wealth Management first reported a position in SCCO in Q1 2023 and has held it in 12 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Venturi Wealth Management held 4,560 shares of Southern Copper worth $777K as of Q1 2026.
  • Venturi Wealth Management left its Southern Copper share count unchanged in Q1 2026.
  • Southern Copper made up 0.04% of Venturi Wealth Management's portfolio in Q1 2026, its #241 holding.
  • Venturi Wealth Management first reported a position in Southern Copper in Q1 2023 and has held it in 12 quarters since.
  • 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.