Allworth Financial’s Stepan Co SCL Stock Holding History

Allworth Financial’s Portfolio SCL Stock Details SCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6K	Buy	333 +150	+82%	+$8.03K	﹤0.01%	3125
2025 Q4	$8.67K	Buy	183 +101	+123%	+$4.63K	﹤0.01%	3367
2025 Q3	$3.91K	Sell	82 -326	-80%	-$16.9K	﹤0.01%	3693
2025 Q2	$22.3K	Buy	408 +364	+827%	+$19.2K	﹤0.01%	2451
2025 Q1	$2.14K	Buy	44 +21	+91%	+$1.28K	﹤0.01%	3188
2024 Q4	$1.46K	Sell	23 -170	-88%	-$12.6K	﹤0.01%	3272
2024 Q3	$14.9K	Sell	193 -14	-7%	-$1.11K	﹤0.01%	2086
2024 Q2	$18.5K	Buy	207 +11	+6%	+$940	﹤0.01%	1932
2024 Q1	$17.6K	Sell	196 -2	-1%	-$179	﹤0.01%	1844
2023 Q4	$18.7K	Buy	198 +179	+942%	+$14.3K	﹤0.01%	1688
2023 Q3	$1.43K	Sell	19 -126	-87%	-$11K	﹤0.01%	2698
2023 Q2	$13.9K	Buy	+145	New	+$13.8K	﹤0.01%	1747
2021 Q1	–	Sell	-63	Closed	-$8K	–	1608
2020 Q4	$8K	Hold	63	–	–	﹤0.01%	894
2020 Q3	$7K	Hold	63	–	–	﹤0.01%	786
2020 Q2	$6K	Hold	63	–	–	﹤0.01%	835
2020 Q1	$6K	Buy	+63	New	+$6.01K	﹤0.01%	837

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return