CAI
BCPC

Capital Advisors Inc’s Balchem Corp BCPC Stock Holding History

Capital Advisors Inc’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
2026
Q2 		$253K Hold
1,500
– – ﹤0.01% 328
2026
Q1 		$254K Buy
+1,500
New +$255K ﹤0.01% 312

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital Advisors Inc's BCPC Position: Q2 2026 in Review

Capital Advisors Inc held its Balchem Corp (BCPC) position steady in Q2 2026 at 1,500 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Capital Advisors Inc first reported a position in BCPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $254K in Q1 2026. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Capital Advisors Inc held 1,500 shares of Balchem Corp worth $253K as of Q2 2026.
  • Capital Advisors Inc left its Balchem Corp share count unchanged in Q2 2026.
  • Balchem Corp made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #328 holding.
  • Capital Advisors Inc first reported a position in Balchem Corp in Q1 2026 and has held it in 2 quarters since.
  • Capital Advisors Inc's Balchem Corp position peaked at $254K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.