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Independent Financial Group’s Southern Copper SCCO Stock Holding History

Independent 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 		$2.69M Sell
15,633
-1,227
-7% -$220K 0.05% 375
2026
Q1 		$2.84M Sell
16,860
-14,774
-47% -$2.67M 0.06% 318
2025
Q4 		$4.4M Buy
31,634
+4,078
+15% +$533K 0.1% 193
2025
Q3 		$3.22M Buy
27,556
+11,781
+75% +$1.14M 0.08% 244
2025
Q2 		$1.52M Sell
15,775
-2,875
-15% -$250K 0.04% 416
2025
Q1 		$1.64M Sell
18,650
-7,204
-28% -$639K 0.06% 336
2024
Q4 		$2.21M Sell
25,854
-1,758
-6% -$174K 0.07% 270
2024
Q3 		$2.97M Buy
27,612
+4,779
+21% +$465K 0.11% 188
2024
Q2 		$2.28M Buy
22,833
+1,790
+9% +$188K 0.09% 212
2024
Q1 		$2.05M Sell
21,043
-3,061
-13% -$242K 0.09% 215
2023
Q4 		$1.9M Sell
24,104
-37
-0.2% -$2.54K 0.1% 217
2023
Q3 		$1.66M Buy
24,141
+4,248
+21% +$307K 0.11% 210
2023
Q2 		$1.31M Sell
19,893
-4,584
-19% -$309K 0.09% 248
2023
Q1 		$1.71M Sell
24,477
-3,284
-12% -$221K 0.14% 171
2022
Q4 		$1.54M Buy
27,761
+17,498
+170% +$882K 0.13% 160
2022
Q3 		$422K Buy
10,263
+5,711
+125% +$250K 0.04% 436
2022
Q2 		$208K Sell
4,552
-3,485
-43% -$199K 0.02% 631
2022
Q1 		$559K Buy
+8,037
New +$509K 0.05% 398

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

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

Independent Financial Group reduced its Southern Copper (SCCO) stake by 7.3% in Q2 2026, selling an estimated $220K and leaving 15,633 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #375.

Independent Financial Group first reported a position in SCCO in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.4M in Q4 2025. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Independent Financial Group held 15,633 shares of Southern Copper worth $2.69M as of Q2 2026.
  • Independent Financial Group sold 1,227 Southern Copper shares in Q2 2026, an estimated $220K.
  • Southern Copper made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #375 holding.
  • Independent Financial Group first reported a position in Southern Copper in Q1 2022 and has held it in 18 quarters since.
  • Independent Financial Group's Southern Copper position peaked at $4.4M in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.