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Wealth Alliance’s Southern Copper SCCO Stock Holding History

Wealth Alliance’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 		$772K Sell
4,530
-681
-13% -$125K 0.08% 221
2025
Q4 		$734K Sell
5,211
-456
-8% -$60.4K 0.07% 234
2025
Q3 		$669K Sell
5,667
-633
-10% -$62.1K 0.07% 243
2025
Q2 		$614K Sell
6,300
-111
-2% -$9.77K 0.07% 252
2025
Q1 		$572K Buy
6,411
+891
+16% +$80K 0.07% 248
2024
Q4 		$477K Sell
5,520
-431
-7% -$43K 0.06% 268
2024
Q3 		$648K Sell
5,951
-299
-5% -$29.4K 0.08% 225
2024
Q2 		$631K Sell
6,250
-551
-8% -$58.6K 0.08% 221
2024
Q1 		$672K Sell
6,801
-98
-1% -$7.83K 0.09% 221
2023
Q4 		$550K Buy
6,899
+680
+11% +$47.3K 0.08% 236
2023
Q3 		$434K Sell
6,219
-308
-5% -$22.5K 0.07% 261
2023
Q2 		$434K Buy
6,527
+368
+6% +$25.1K 0.06% 275
2023
Q1 		$435K Buy
6,159
+467
+8% +$31.7K 0.07% 265
2022
Q4 		$319K Sell
5,692
-1,397
-20% -$71.3K 0.06% 329
2022
Q3 		$295K Buy
7,089
+443
+7% +$19.6K 0.06% 321
2022
Q2 		$307K Buy
6,646
+70
+1% +$4.04K 0.06% 317
2022
Q1 		$463K Sell
6,576
-1,470
-18% -$94.1K 0.09% 231
2021
Q4 		$461K Buy
8,046
+243
+3% +$13.6K 0.09% 242
2021
Q3 		$406K Buy
7,803
+499
+7% +$28.9K 0.09% 255
2021
Q2 		$436K Sell
7,304
-1,531
-17% -$99.5K 0.1% 230
2021
Q1 		$556K Sell
8,835
-1,344
-13% -$89.5K 0.16% 158
2020
Q4 		$614K Sell
10,179
-104
-1% -$5.35K 0.18% 137
2020
Q3 		$432K Sell
10,283
-27
-0.3% -$1.12K 0.16% 163
2020
Q2 		$380K Buy
+10,310
New +$326K 0.15% 179

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

Wealth Alliance's SCCO Position: Q1 2026 in Review

Wealth Alliance reduced its Southern Copper (SCCO) stake by 13% in Q1 2026, selling an estimated $125K and leaving 4,530 shares worth $772K. The position accounts for 0.08% of the portfolio, ranked #221.

Wealth Alliance first reported a position in SCCO in Q2 2020 and has held it in 24 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Wealth Alliance held 4,530 shares of Southern Copper worth $772K as of Q1 2026.
  • Wealth Alliance sold 681 Southern Copper shares in Q1 2026, an estimated $125K.
  • Southern Copper made up 0.08% of Wealth Alliance's portfolio in Q1 2026, its #221 holding.
  • Wealth Alliance first reported a position in Southern Copper in Q2 2020 and has held it in 24 quarters since.
  • 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.