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Berger Financial Group’s Southern Copper SCCO Stock Holding History

Berger Financial Group’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 		$354K Sell
2,056
-78
-4% -$14K 0.02% 349
2026
Q1 		$359K Sell
2,134
-71
-3% -$12.8K 0.02% 337
2025
Q4 		$307K Sell
2,205
-80
-4% -$10.5K 0.02% 368
2025
Q3 		$267K Sell
2,285
-35
-2% -$3.4K 0.02% 375
2025
Q2 		$223K Sell
2,320
-178
-7% -$15.5K 0.01% 387
2025
Q1 		$220K Sell
2,498
-64
-2% -$5.68K 0.02% 389
2024
Q4 		$219K Sell
2,562
-4
-0.2% -$395 0.02% 384
2024
Q3 		$276K Sell
2,566
-171
-6% -$16.6K 0.02% 323
2024
Q2 		$273K Buy
2,737
+150
+6% +$15.8K 0.02% 301
2024
Q1 		$252K Sell
2,587
-33
-1% -$2.6K 0.02% 313
2023
Q4 		$207K Buy
+2,620
New +$180K 0.02% 291
2023
Q3 		– Sell
-3,152
Closed -$207K – 292
2023
Q2 		$207K Sell
3,152
-298
-9% -$20.1K 0.02% 275
2023
Q1 		$241K Buy
+3,450
New +$232K 0.03% 240
2022
Q3 		– Sell
-4,759
Closed -$217K – 254
2022
Q2 		$217K Sell
4,759
-335
-7% -$19.1K 0.03% 223
2022
Q1 		$354K Sell
5,094
-289
-5% -$18.3K 0.05% 184
2021
Q4 		$304K Buy
+5,383
New +$297K 0.04% 210

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

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

Berger Financial Group reduced its Southern Copper (SCCO) stake by 3.7% in Q2 2026, selling an estimated $14K and leaving 2,056 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #349.

Berger Financial Group first reported a position in SCCO in Q4 2021 and has held it in 16 quarters since. The position peaked at $359K in Q1 2026. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Berger Financial Group held 2,056 shares of Southern Copper worth $354K as of Q2 2026.
  • Berger Financial Group sold 78 Southern Copper shares in Q2 2026, an estimated $14K.
  • Southern Copper made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #349 holding.
  • Berger Financial Group first reported a position in Southern Copper in Q4 2021 and has held it in 16 quarters since.
  • Berger Financial Group's Southern Copper position peaked at $359K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.