BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Southern Copper SCCO Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$518K	Sell	3,039 -711	-19%	-$126K	0.07%	259
2026 Q1	$625K	Sell	3,750 -936	-20%	-$167K	0.08%	222
2025 Q4	$645K	Sell	4,686 -3,352	-42%	-$434K	0.09%	225
2025 Q3	$928K	Buy	8,038 +202	+3%	+$19.4K	0.13%	134
2025 Q2	$747K	Buy	7,836 +3,243	+71%	+$279K	0.12%	161
2025 Q1	$401K	Buy	4,593 +75	+2%	+$6.58K	0.07%	273
2024 Q4	$381K	Sell	4,518 -3	-0.1%	-$293	0.06%	274
2024 Q3	$481K	Buy	+4,521	New	+$435K	0.08%	245

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 $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.06% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SCCO Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Southern Copper (SCCO) stake by 19% in Q2 2026, selling an estimated $126K and leaving 3,039 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #259.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SCCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $928K in Q3 2025. 869 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 3,039 shares of Southern Copper worth $518K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 711 Southern Copper shares in Q2 2026, an estimated $126K.
Southern Copper made up 0.07% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #259 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Southern Copper in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Southern Copper position peaked at $928K in Q3 2025.
869 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.