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Walser Wealth Management’s Southern Copper SCCO Stock Holding History

Walser 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
Q2 		– Sell
-13,295
Closed -$2.24M – 233
2026
Q1 		$2.24M Buy
+13,295
New +$2.4M 1.01% 16

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

Walser Wealth Management's SCCO Position: Q2 2026 in Review

Walser Wealth Management sold out of Southern Copper (SCCO) in Q2 2026, closing a stake of 13,295 shares — an estimated $2.24M sold.

Walser Wealth Management first reported a position in SCCO in Q1 2026 and held it in 1 quarter. The position peaked at $2.24M in Q1 2026. 855 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Walser Wealth Management reported no remaining Southern Copper position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 13,295 Southern Copper shares in Q2 2026, an estimated $2.24M.
  • Walser Wealth Management first reported a position in Southern Copper in Q1 2026 and held it in 1 quarter.
  • Walser Wealth Management's Southern Copper position peaked at $2.24M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.