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Marshall Financial Group (Maryland)’s Southern Copper SCCO Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.13M Sell
18,157
-1,442
-7% -$259K 0.46% 47
2026
Q1 		$3.3M Sell
19,599
-296
-1% -$53.5K 0.53% 38
2025
Q4 		$2.77M Sell
19,895
-4,457
-18% -$583K 0.54% 37
2025
Q3 		$2.84M Buy
24,352
+625
+3% +$60.6K 0.55% 40
2025
Q2 		$2.36M Buy
23,727
+724
+3% +$63K 0.46% 42
2025
Q1 		$2.03M Buy
23,003
+144
+0.6% +$12.8K 0.44% 48
2024
Q4 		$1.95M Buy
22,859
+76
+0.3% +$7.5K 0.47% 46
2024
Q3 		$2.45M Sell
22,783
-65
-0.3% -$6.32K 0.59% 37
2024
Q2 		$2.28M Sell
22,848
-628
-3% -$66K 0.64% 40
2024
Q1 		$2.29M Buy
23,476
+824
+4% +$65.1K 0.66% 39
2023
Q4 		$1.79M Buy
+22,652
New +$1.56M 0.58% 47
2022
Q4 		– Sell
-29,621
Closed -$1.22M – 194
2022
Q3 		$1.22M Buy
29,621
+1,401
+5% +$61.3K 0.51% 53
2022
Q2 		$1.29M Buy
28,220
+4,798
+20% +$274K 0.51% 57
2022
Q1 		$1.63M Buy
23,422
+455
+2% +$28.8K 0.67% 33
2021
Q4 		$1.3M Buy
22,967
+3,389
+17% +$187K 0.48% 68
2021
Q3 		$1.01M Buy
19,578
+1,548
+9% +$88.6K 0.52% 58
2021
Q2 		$1.06M Sell
18,030
-4,608
-20% -$296K 0.57% 50
2021
Q1 		$1.41M Sell
22,638
-170
-0.7% -$11.2K 0.84% 32
2020
Q4 		$1.36M Buy
+22,808
New +$1.16M 0.89% 26

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 $3.38T AUM 44.17% 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

Marshall Financial Group (Maryland)'s SCCO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Southern Copper (SCCO) stake by 7.4% in Q2 2026, selling an estimated $259K and leaving 18,157 shares worth $3.13M. The position accounts for 0.46% of the portfolio, ranked #47.

Marshall Financial Group (Maryland) first reported a position in SCCO in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.3M in Q1 2026. 864 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 18,157 shares of Southern Copper worth $3.13M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 1,442 Southern Copper shares in Q2 2026, an estimated $259K.
  • Southern Copper made up 0.46% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #47 holding.
  • Marshall Financial Group (Maryland) first reported a position in Southern Copper in Q4 2020 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s Southern Copper position peaked at $3.3M in Q1 2026.
  • 864 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.