Bailard
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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
Q3 		$905K Sell
14,500
-1,000
-6% -$61.6K 0.02% 375
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Bailard's SCL Position: Q3 2026 in Review

Bailard reduced its Stepan Co (SCL) stake by 6.5% in Q3 2026, selling an estimated $61.6K and leaving 14,500 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #375.

Bailard first reported a position in SCL in Q3 2024 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SCL as of Q3 2026.

  • Bailard held 14,500 shares of Stepan Co worth $905K as of Q3 2026.
  • Bailard sold 1,000 Stepan Co shares in Q3 2026, an estimated $61.6K.
  • Stepan Co made up 0.02% of Bailard's portfolio in Q3 2026, its #375 holding.
  • Bailard first reported a position in Stepan Co in Q3 2024 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Stepan Co as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.