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Oxford Financial Group’s Southern Copper SCCO Stock Holding History

Oxford 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 		$870K Hold
5,052
– – 0.04% 119
2026
Q1 		$850K Sell
5,052
-1
-0% -$181 0.05% 111
2025
Q4 		$703K Hold
5,053
– – 0.04% 118
2025
Q3 		$590K Sell
5,053
-1
-0% -$97 0.03% 130
2025
Q2 		$487K Sell
5,054
-143
-3% -$12.4K 0.03% 134
2025
Q1 		$458K Sell
5,197
-410
-7% -$36.4K 0.03% 140
2024
Q4 		$478K Sell
5,607
-25
-0.4% -$2.47K 0.03% 154
2024
Q3 		$606K Buy
5,632
+11
+0.2% +$1.07K 0.04% 121
2024
Q2 		$560K Buy
5,621
+542
+11% +$57K 0.04% 139
2024
Q1 		$496K Buy
5,079
+26
+0.5% +$2.05K 0.03% 138
2023
Q4 		$398K Hold
5,053
– – 0.03% 156
2023
Q3 		$349K Hold
5,053
– – 0.03% 159
2023
Q2 		$332K Sell
5,053
-163
-3% -$11K 0.03% 170
2023
Q1 		$364K Sell
5,216
-356
-6% -$23.9K 0.04% 130
2022
Q4 		$308K Buy
5,572
+20
+0.4% +$1.01K 0.04% 150
2022
Q3 		$228K Hold
5,552
– – 0.03% 160
2022
Q2 		$253K Hold
5,552
– – 0.04% 165
2022
Q1 		$386K Hold
5,552
– – 0.05% 134
2021
Q4 		$314K Buy
5,552
+356
+7% +$19.6K 0.04% 158
2021
Q3 		$267K Hold
5,196
– – 0.03% 158
2021
Q2 		$306K Buy
5,196
+143
+3% +$9.18K 0.04% 146
2021
Q1 		$314K Sell
5,053
-830
-14% -$54.6K 0.04% 141
2020
Q4 		$351K Hold
5,883
– – 0.05% 138
2020
Q3 		$244K Hold
5,883
– – 0.04% 145
2020
Q2 		$214K Buy
+5,883
New +$184K 0.04% 149

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 $3.37T AUM 44.26% 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

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

Oxford Financial Group held its Southern Copper (SCCO) position steady in Q2 2026 at 5,052 shares worth $870K. The position accounts for 0.04% of the portfolio, ranked #119.

Oxford Financial Group first reported a position in SCCO in Q2 2020 and has held it in 25 quarters since. 863 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Oxford Financial Group held 5,052 shares of Southern Copper worth $870K as of Q2 2026.
  • Oxford Financial Group left its Southern Copper share count unchanged in Q2 2026.
  • Southern Copper made up 0.04% of Oxford Financial Group's portfolio in Q2 2026, its #119 holding.
  • Oxford Financial Group first reported a position in Southern Copper in Q2 2020 and has held it in 25 quarters since.
  • 863 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.