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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
Q2 		$33.4K Buy
600
+267
+80% +$13.9K ﹤0.01% 2808
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial's SCL Position: Q2 2026 in Review

Allworth Financial increased its Stepan Co (SCL) stake by 80% in Q2 2026, buying an estimated $13.9K and bringing the position to 600 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Allworth Financial first reported a position in SCL in Q1 2020 and has held it in 17 quarters since. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Allworth Financial held 600 shares of Stepan Co worth $33.4K as of Q2 2026.
  • Allworth Financial bought 267 Stepan Co shares in Q2 2026, an estimated $13.9K.
  • Stepan Co made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2808 holding.
  • Allworth Financial first reported a position in Stepan Co in Q1 2020 and has held it in 17 quarters since.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.