Beacon Financial Group’s Southern Copper SCCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$377K Buy
2,191
+60
+3% +$10.8K 0.03% 282
2026
Q1
$359K Sell
2,131
-1
-0% -$181 0.04% 273
2025
Q4
$297K Buy
2,132
+27
+1% +$3.53K 0.03% 289
2025
Q3
$246K Buy
+2,105
New +$204K 0.02% 315
2024
Q4
Sell
-1,962
Closed -$211K 339
2024
Q3
$211K Buy
+1,962
New +$191K 0.02% 310
2014
Q3
Sell
-12,103
Closed -$330K 198
2014
Q2
$330K Sell
12,103
-2,854
-19% -$77.7K 0.07% 138
2014
Q1
$397K Buy
14,957
+1,832
+14% +$48.7K 0.08% 130
2013
Q4
$342K Buy
13,125
+1,319
+11% +$32.7K 0.07% 152
2013
Q3
$301K Buy
+11,806
New +$302K 0.06% 153

Other funds holding SCCO

Beacon Financial Group's SCCO Position: Q2 2026 in Review

Beacon Financial Group increased its Southern Copper (SCCO) stake by 2.8% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,191 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #282.

Beacon Financial Group first reported a position in SCCO in Q3 2013 and has held it in 9 quarters since. The position peaked at $397K in Q1 2014. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Beacon Financial Group held 2,191 shares of Southern Copper worth $377K as of Q2 2026.
  • Beacon Financial Group bought 60 Southern Copper shares in Q2 2026, an estimated $10.8K.
  • Southern Copper made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #282 holding.
  • Beacon Financial Group first reported a position in Southern Copper in Q3 2013 and has held it in 9 quarters since.
  • Beacon Financial Group's Southern Copper position peaked at $397K in Q1 2014.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.