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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
17,942
-1,425
-7% -$259K 0.46% 47
2026
Q1 		$3.3M Sell
19,367
-292
-1% -$53.4K 0.53% 38
2025
Q4 		$2.77M Sell
19,659
-4,404
-18% -$583K 0.54% 37
2025
Q3 		$2.84M Buy
24,063
+617
+3% +$60.6K 0.55% 40
2025
Q2 		$2.36M Buy
23,446
+716
+3% +$63K 0.46% 42
2025
Q1 		$2.03M Buy
22,730
+142
+0.6% +$12.8K 0.44% 48
2024
Q4 		$1.95M Buy
22,588
+75
+0.3% +$7.49K 0.47% 46
2024
Q3 		$2.45M Sell
22,513
-64
-0.3% -$6.3K 0.59% 37
2024
Q2 		$2.28M Sell
22,577
-621
-3% -$66.1K 0.64% 40
2024
Q1 		$2.29M Buy
23,198
+815
+4% +$65.1K 0.66% 39
2023
Q4 		$1.79M Buy
+22,383
New +$1.56M 0.58% 47
2022
Q4 		– Sell
-29,270
Closed -$1.22M – 194
2022
Q3 		$1.22M Buy
29,270
+1,384
+5% +$61.2K 0.51% 53
2022
Q2 		$1.29M Buy
27,886
+4,742
+20% +$274K 0.51% 57
2022
Q1 		$1.63M Buy
23,144
+449
+2% +$28.8K 0.67% 33
2021
Q4 		$1.3M Buy
22,695
+3,349
+17% +$187K 0.48% 68
2021
Q3 		$1.01M Buy
19,346
+1,530
+9% +$88.6K 0.52% 58
2021
Q2 		$1.06M Sell
17,816
-4,553
-20% -$296K 0.57% 50
2021
Q1 		$1.41M Sell
22,369
-169
-0.7% -$11.3K 0.84% 32
2020
Q4 		$1.36M Buy
+22,538
New +$1.16M 0.89% 26

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 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 17,942 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. 438 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 17,942 shares of Southern Copper worth $3.13M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 1,425 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.
  • 438 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.