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Capital Advisors Ltd’s Stepan Co SCL Stock Holding History

Capital Advisors Ltd’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
2025
Q4 		– Sell
-192
Closed -$9K – 1546
2025
Q3 		$9K Sell
192
-66
-26% -$3.42K ﹤0.01% 829
2025
Q2 		$14K Buy
+258
New +$13.6K ﹤0.01% 712

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Advisors Ltd's SCL Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Stepan Co (SCL) in Q4 2025, closing a stake of 192 shares — an estimated $9K sold.

Capital Advisors Ltd first reported a position in SCL in Q2 2025 and held it in 2 quarters. The position peaked at $14K in Q2 2025. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Stepan Co position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 192 Stepan Co shares in Q4 2025, an estimated $9K.
  • Capital Advisors Ltd first reported a position in Stepan Co in Q2 2025 and held it in 2 quarters.
  • Capital Advisors Ltd's Stepan Co position peaked at $14K in Q2 2025.
  • 209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.