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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
Q1 		$850K Sell
4,992
-1
-0% -$183 0.05% 111
2025
Q4 		$703K Hold
4,993
– – 0.04% 118
2025
Q3 		$590K Sell
4,993
-1
-0% -$98 0.03% 130
2025
Q2 		$487K Sell
4,994
-142
-3% -$12.5K 0.03% 134
2025
Q1 		$458K Sell
5,136
-405
-7% -$36.4K 0.03% 140
2024
Q4 		$478K Sell
5,541
-24
-0.4% -$2.4K 0.03% 154
2024
Q3 		$606K Buy
5,565
+10
+0.2% +$985 0.04% 121
2024
Q2 		$560K Buy
5,555
+536
+11% +$57K 0.04% 139
2024
Q1 		$496K Buy
5,019
+26
+0.5% +$2.08K 0.03% 138
2023
Q4 		$398K Hold
4,993
– – 0.03% 156
2023
Q3 		$349K Hold
4,993
– – 0.03% 159
2023
Q2 		$332K Sell
4,993
-161
-3% -$11K 0.03% 170
2023
Q1 		$364K Sell
5,154
-352
-6% -$23.9K 0.04% 130
2022
Q4 		$308K Buy
5,506
+20
+0.4% +$1.02K 0.04% 150
2022
Q3 		$228K Hold
5,486
– – 0.03% 160
2022
Q2 		$253K Hold
5,486
– – 0.04% 165
2022
Q1 		$386K Hold
5,486
– – 0.05% 134
2021
Q4 		$314K Buy
5,486
+351
+7% +$19.6K 0.04% 158
2021
Q3 		$267K Hold
5,135
– – 0.03% 158
2021
Q2 		$306K Buy
5,135
+142
+3% +$9.23K 0.04% 146
2021
Q1 		$314K Sell
4,993
-820
-14% -$54.6K 0.04% 141
2020
Q4 		$351K Hold
5,813
– – 0.05% 138
2020
Q3 		$244K Hold
5,813
– – 0.04% 145
2020
Q2 		$214K Buy
+5,813
New +$184K 0.04% 149

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Oxford Financial Group reduced its Southern Copper (SCCO) stake by 0.02% in Q1 2026, selling an estimated $183 and leaving 4,992 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #111.

Oxford Financial Group first reported a position in SCCO in Q2 2020 and has held it in 24 quarters since. 824 funds tracked by Wall St. Rank hold SCCO as of Q1 2026.

  • Oxford Financial Group held 4,992 shares of Southern Copper worth $850K as of Q1 2026.
  • Oxford Financial Group sold 1 Southern Copper share in Q1 2026, an estimated $183.
  • Southern Copper made up 0.05% of Oxford Financial Group's portfolio in Q1 2026, its #111 holding.
  • Oxford Financial Group first reported a position in Southern Copper in Q2 2020 and has held it in 24 quarters since.
  • 824 funds tracked by Wall St. Rank held Southern Copper as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.