Merit Financial Group’s Southern Copper SCCO Stock Holding History

Merit 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	$2.02M	Buy	11,715 +1,205	+11%	+$216K	0.01%	750
2026 Q1	$1.77M	Sell	10,510 -360	-3%	-$65.1K	0.01%	725
2025 Q4	$1.51M	Sell	10,870 -6,215	-36%	-$813K	0.01%	756
2025 Q3	$1.99M	Buy	17,085 +954	+6%	+$92.5K	0.02%	574
2025 Q2	$1.55M	Buy	16,131 +1,220	+8%	+$106K	0.02%	609
2025 Q1	$1.31M	Buy	14,911 +1,942	+15%	+$172K	0.02%	558
2024 Q4	$1.11M	Buy	+12,969	New	+$1.28M	0.02%	484
2024 Q3	–	Sell	-10,878	Closed	-$1.08M	–	936
2024 Q2	$1.08M	Buy	10,878 +8,818	+428%	+$927K	0.02%	387
2024 Q1	$218K	Buy	+2,060	New	+$163K	0.01%	796

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Merit Financial Group increased its Southern Copper (SCCO) stake by 11% in Q2 2026, buying an estimated $216K and bringing the position to 11,715 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #750.

Merit Financial Group first reported a position in SCCO in Q1 2024 and has held it in 9 quarters since. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Merit Financial Group held 11,715 shares of Southern Copper worth $2.02M as of Q2 2026.
Merit Financial Group bought 1,205 Southern Copper shares in Q2 2026, an estimated $216K.
Southern Copper made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #750 holding.
Merit Financial Group first reported a position in Southern Copper in Q1 2024 and has held it in 9 quarters since.
858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.