Bailard’s Stepan Co SCL Stock Holding History

Bailard’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	$864K	Buy	15,500 +3,400	+28%	+$177K	0.02%	404
2026 Q1	$605K	Buy	+12,100	New	+$648K	0.01%	451
2024 Q4	–	Sell	-3,306	Closed	-$255K	–	815
2024 Q3	$255K	Buy	+3,306	New	+$262K	0.01%	649

Other funds holding SCL

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bailard's SCL Position: Q2 2026 in Review

Bailard increased its Stepan Co (SCL) stake by 28% in Q2 2026, buying an estimated $177K and bringing the position to 15,500 shares worth $864K. The position accounts for 0.02% of the portfolio, ranked #404.

Bailard first reported a position in SCL in Q3 2024 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

Bailard held 15,500 shares of Stepan Co worth $864K as of Q2 2026.
Bailard bought 3,400 Stepan Co shares in Q2 2026, an estimated $177K.
Stepan Co made up 0.02% of Bailard's portfolio in Q2 2026, its #404 holding.
Bailard first reported a position in Stepan Co in Q3 2024 and has held it in 3 quarters since.
231 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.