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	916 -481	-34%	-$87.5K	0.12%	71
2026 Q1	$198K	Sell	1,397 -12	-0.9%	-$2.2K	0.15%	70
2025 Q4	$198K	Sell	1,409 -1,960	-58%	-$259K	0.15%	70
2025 Q3	$398K	Sell	3,369 -337,592	-99%	-$33.1M	0.29%	59
2025 Q2	$329M	Buy	340,961 +337,590	+10,015%	+$29.7M	0.26%	65
2025 Q1	$301K	Sell	3,371 -3	-0.1%	-$269	0.24%	67
2024 Q4	$291K	Sell	3,374 -2	-0.1%	-$200	0.22%	68
2024 Q3	$368K	Sell	3,376 -2	-0.1%	-$197	0.27%	61
2024 Q2	$341K	Sell	3,378 -1	-0%	-$106	0.26%	64
2024 Q1	$334K	Hold	3,379	–	–	0.26%	63
2023 Q4	$270K	Buy	+3,379	New	+$235K	0.21%	68

Other funds holding SCCO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 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 916 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 $329M in Q2 2025. 192 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Broadwater Capital held 916 shares of Southern Copper worth $160K as of Q2 2026.
Broadwater Capital sold 481 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 $329M in Q2 2025.
192 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.