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Norris Financial Group’s Southern Copper SCCO Stock Holding History

Norris 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
Q1 		– Sell
-2,039
Closed -$284K – 108
2025
Q4 		$284K Sell
2,039
-2
-0.1% -$262 0.1% 81
2025
Q3 		$238K Buy
+2,041
New +$198K 0.09% 90
2025
Q1 		– Sell
-10,816
Closed -$923K – 102
2024
Q4 		$923K Buy
10,816
+459
+4% +$45.3K 0.43% 50
2024
Q3 		$1.11M Sell
10,357
-1,528
-13% -$149K 0.55% 44
2024
Q2 		$1.18M Sell
11,885
-3,095
-21% -$325K 0.62% 42
2024
Q1 		$1.46M Sell
14,980
-6,440
-30% -$508K 0.8% 35
2023
Q4 		$1.69M Sell
21,420
-10,480
-33% -$720K 1.03% 26
2023
Q3 		$2.2M Buy
31,900
+875
+3% +$63.2K 1.53% 19
2023
Q2 		$2.04M Sell
31,025
-1,348
-4% -$90.9K 1.41% 19
2023
Q1 		$2.26M Buy
32,373
+21,173
+189% +$1.42M 1.66% 18
2022
Q4 		$620K Buy
11,200
+1,724
+18% +$86.9K 0.52% 41
2022
Q3 		$389K Sell
9,476
-167
-2% -$7.3K 0.36% 46
2022
Q2 		$440K Sell
9,643
-12,426
-56% -$709K 0.35% 43
2022
Q1 		$1.53M Buy
22,069
+3,604
+20% +$228K 0.93% 24
2021
Q4 		$1.04M Buy
18,465
+617
+3% +$34K 0.63% 34
2021
Q3 		$918K Buy
17,848
+148
+0.8% +$8.47K 0.61% 38
2021
Q2 		$1.04M Sell
17,700
-404
-2% -$25.9K 0.7% 38
2021
Q1 		$1.13M Buy
18,104
+201
+1% +$13.2K 0.83% 30
2020
Q4 		$1.07M Sell
17,903
-14,806
-45% -$753K 0.84% 30
2020
Q3 		$1.36M Buy
+32,709
New +$1.34M 1.15% 23

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

Norris Financial Group's SCCO Position: Q1 2026 in Review

Norris Financial Group sold out of Southern Copper (SCCO) in Q1 2026, closing a stake of 2,039 shares — an estimated $284K sold.

Norris Financial Group first reported a position in SCCO in Q3 2020 and held it in 20 quarters. The position peaked at $2.26M in Q1 2023. 829 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Norris Financial Group reported no remaining Southern Copper position as of Q1 2026 after selling out during the quarter.
  • Norris Financial Group sold 2,039 Southern Copper shares in Q1 2026, an estimated $284K.
  • Norris Financial Group first reported a position in Southern Copper in Q3 2020 and held it in 20 quarters.
  • Norris Financial Group's Southern Copper position peaked at $2.26M in Q1 2023.
  • 829 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Norris Financial Group's 13F filing for Q1 2026, filed 20 May 2026.