Larson Financial Group
SCCO icon

Larson Financial Group’s Southern Copper SCCO Stock Holding History

Larson 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
Q3 		$646K Buy
3,222
+3
+0.1% +$568 0.02% 500
2026
Q2 		$548K Buy
3,219
+2,141
+199% +$381K 0.01% 527
2026
Q1 		$180K Buy
1,078
+35
+3% +$6.26K 0.01% 754
2025
Q4 		$144K Buy
1,043
+20
+2% +$2.59K ﹤0.01% 801
2025
Q3 		$118K Buy
1,023
+71
+7% +$6.81K ﹤0.01% 851
2025
Q2 		$90.8K Buy
952
+621
+188% +$53.4K ﹤0.01% 877
2025
Q1 		$28.9K Sell
331
-231
-41% -$20.3K ﹤0.01% 1225
2024
Q4 		$47.5K Buy
562
+120
+27% +$11.7K ﹤0.01% 920
2024
Q3 		$47.1K Buy
442
+376
+570% +$36.2K ﹤0.01% 925
2024
Q2 		$6.43K Sell
66
-208
-76% -$21.6K ﹤0.01% 1382
2024
Q1 		$26.4K Sell
274
-39
-12% -$3.05K ﹤0.01% 831
2023
Q4 		$24.4K Buy
313
+4
+1% +$272 ﹤0.01% 798
2023
Q3 		$21.1K Buy
+309
New +$22.1K ﹤0.01% 798
2022
Q1 		– Sell
-1,408
Closed -$79K – 1146
2021
Q4 		$79K Buy
+1,408
New +$76.8K 0.01% 310
2021
Q2 		– Sell
-25
Closed -$2K – 923
2021
Q1 		$2K Hold
25
– – ﹤0.01% 722
2020
Q4 		$1K Hold
25
– – ﹤0.01% 720
2020
Q3 		$1K Hold
25
– – ﹤0.01% 683
2020
Q2 		$1K Hold
25
– – ﹤0.01% 645
2020
Q1 		$1K Hold
25
– – ﹤0.01% 507
2019
Q4 		$1K Buy
25
+8
+47% +$272 ﹤0.01% 539
2019
Q3 		$1K Hold
17
– – ﹤0.01% 511
2019
Q2 		$1K Sell
17
-9
-35% -$306 ﹤0.01% 463
2019
Q1 		$1K Hold
26
– – ﹤0.01% 459
2018
Q4 		$1K Buy
+26
New +$858 ﹤0.01% 440

Other funds holding SCCO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's SCCO Position: Q3 2026 in Review

Larson Financial Group increased its Southern Copper (SCCO) stake by 0.09% in Q3 2026, buying an estimated $568 and bringing the position to 3,222 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #500.

Larson Financial Group first reported a position in SCCO in Q4 2018 and has held it in 24 quarters since. 467 funds tracked by Wall St. Rank hold SCCO as of Q3 2026.

  • Larson Financial Group held 3,222 shares of Southern Copper worth $646K as of Q3 2026.
  • Larson Financial Group bought 3 Southern Copper shares in Q3 2026, an estimated $568.
  • Southern Copper made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #500 holding.
  • Larson Financial Group first reported a position in Southern Copper in Q4 2018 and has held it in 24 quarters since.
  • 467 funds tracked by Wall St. Rank held Southern Copper as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.