Atala Financial’s Balchem Corp BCPC Stock Holding History

Atala Financial’s Portfolio BCPC Stock Details BCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-757	Closed	-$126K	–	474
2025 Q1	$126K	Hold	757	–	–	0.09%	136
2024 Q4	$123K	Buy	+757	New	+$131K	0.09%	141

Other funds holding BCPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atala Financial's BCPC Position: Q2 2025 in Review

Atala Financial sold out of Balchem Corp (BCPC) in Q2 2025, closing a stake of 757 shares — an estimated $126K sold.

Atala Financial first reported a position in BCPC in Q4 2024 and held it in 2 quarters. The position peaked at $126K in Q1 2025. 396 funds tracked by Wall St. Rank hold BCPC as of Q2 2025.

Atala Financial reported no remaining Balchem Corp position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 757 Balchem Corp shares in Q2 2025, an estimated $126K.
Atala Financial first reported a position in Balchem Corp in Q4 2024 and held it in 2 quarters.
Atala Financial's Balchem Corp position peaked at $126K in Q1 2025.
396 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.