Broadwater Capital’s Southern Copper SCCO Stock Holding History

Broadwater Capital’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	$160K	Sell	927 -487	-34%	-$87.5K	0.12%	71
2026 Q1	$198K	Sell	1,414 -12	-0.8%	-$2.17K	0.15%	70
2025 Q4	$198K	Sell	1,426 -1,984	-58%	-$260K	0.15%	70
2025 Q3	$398K	Sell	3,410 -1	-0%	-$97	0.29%	59
2025 Q2	$329K	Sell	3,411 -1	-0%	-$87	0.26%	65
2025 Q1	$301K	Sell	3,412 -2	-0.1%	-$177	0.24%	67
2024 Q4	$291K	Sell	3,414 -3	-0.1%	-$296	0.22%	68
2024 Q3	$368K	Sell	3,417 -2	-0.1%	-$195	0.27%	61
2024 Q2	$341K	Hold	3,419	–	–	0.26%	64
2024 Q1	$334K	Hold	3,419	–	–	0.26%	63
2023 Q4	$270K	Buy	+3,419	New	+$235K	0.21%	68

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

Broadwater Capital's SCCO Position: Q2 2026 in Review

Broadwater Capital reduced its Southern Copper (SCCO) stake by 34% in Q2 2026, selling an estimated $87.5K and leaving 927 shares worth $160K. The position accounts for 0.12% of the portfolio, ranked #71.

Broadwater Capital first reported a position in SCCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $398K in Q3 2025. 863 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Broadwater Capital held 927 shares of Southern Copper worth $160K as of Q2 2026.
Broadwater Capital sold 487 Southern Copper shares in Q2 2026, an estimated $87.5K.
Southern Copper made up 0.12% of Broadwater Capital's portfolio in Q2 2026, its #71 holding.
Broadwater Capital first reported a position in Southern Copper in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Southern Copper position peaked at $398K in Q3 2025.
863 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.