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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
Q1 		$359K Sell
2,109
-70
-3% -$12.8K 0.02% 337
2025
Q4 		$307K Sell
2,179
-79
-3% -$10.5K 0.02% 368
2025
Q3 		$267K Sell
2,258
-34
-1% -$3.34K 0.02% 375
2025
Q2 		$223K Sell
2,292
-177
-7% -$15.6K 0.01% 387
2025
Q1 		$220K Sell
2,469
-62
-2% -$5.57K 0.02% 389
2024
Q4 		$219K Sell
2,531
-4
-0.2% -$400 0.02% 384
2024
Q3 		$276K Sell
2,535
-169
-6% -$16.6K 0.02% 323
2024
Q2 		$273K Buy
2,704
+147
+6% +$15.6K 0.02% 301
2024
Q1 		$252K Sell
2,557
-32
-1% -$2.56K 0.02% 313
2023
Q4 		$207K Buy
+2,589
New +$180K 0.02% 291
2023
Q3 		– Sell
-3,114
Closed -$207K – 292
2023
Q2 		$207K Sell
3,114
-295
-9% -$20.1K 0.02% 275
2023
Q1 		$241K Buy
+3,409
New +$232K 0.03% 240
2022
Q3 		– Sell
-4,702
Closed -$217K – 254
2022
Q2 		$217K Sell
4,702
-331
-7% -$19.1K 0.03% 223
2022
Q1 		$354K Sell
5,033
-286
-5% -$18.3K 0.05% 184
2021
Q4 		$304K Buy
+5,319
New +$297K 0.04% 210

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

Berger Financial Group's SCCO Position: Q1 2026 in Review

Berger Financial Group reduced its Southern Copper (SCCO) stake by 3.2% in Q1 2026, selling an estimated $12.8K and leaving 2,109 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #337.

Berger Financial Group first reported a position in SCCO in Q4 2021 and has held it in 15 quarters since. 822 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Berger Financial Group held 2,109 shares of Southern Copper worth $359K as of Q1 2026.
  • Berger Financial Group sold 70 Southern Copper shares in Q1 2026, an estimated $12.8K.
  • Southern Copper made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #337 holding.
  • Berger Financial Group first reported a position in Southern Copper in Q4 2021 and has held it in 15 quarters since.
  • 822 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.