CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Stepan Co SCL Stock Holding History

CAPTRUST Financial Advisors’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 		$289K Buy
+5,186
New +$270K ﹤0.01% 2620
2022
Q3 		– Sell
-1,797
Closed -$182K – 3687
2022
Q2 		$182K Buy
1,797
+42
+2% +$4.34K ﹤0.01% 1757
2022
Q1 		$173K Buy
1,755
+629
+56% +$68K ﹤0.01% 1825
2021
Q4 		$140K Buy
1,126
+15
+1% +$1.81K ﹤0.01% 1909
2021
Q3 		$125K Buy
1,111
+8
+0.7% +$931 ﹤0.01% 1894
2021
Q2 		$133K Sell
1,103
-31
-3% -$4.06K ﹤0.01% 1806
2021
Q1 		$144K Buy
1,134
+1,094
+2,735% +$136K ﹤0.01% 1705
2020
Q4 		$5K Buy
40
+20
+100% +$2.35K ﹤0.01% 2867
2020
Q3 		$2K Buy
+20
New +$2.19K ﹤0.01% 2803
2019
Q3 		– Sell
-42
Closed -$4K – 2007
2019
Q2 		$4K Hold
42
– – ﹤0.01% 1702
2019
Q1 		$4K Hold
42
– – ﹤0.01% 1585
2018
Q4 		$3K Hold
42
– – ﹤0.01% 1443
2018
Q3 		$4K Sell
42
-6
-13% -$517 ﹤0.01% 1403
2018
Q2 		$4K Hold
48
– – ﹤0.01% 1354
2018
Q1 		$4K Hold
48
– – ﹤0.01% 1186
2017
Q4 		$4K Buy
+48
New +$3.94K ﹤0.01% 1146

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors's SCL Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Stepan Co (SCL) in Q2 2026: 5,186 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #2620 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in SCL as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in SCL in Q4 2017 and has held it in 16 quarters since. 231 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • CAPTRUST Financial Advisors held 5,186 shares of Stepan Co worth $289K as of Q2 2026.
  • Stepan Co was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Stepan Co made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2620 holding.
  • CAPTRUST Financial Advisors first reported a position in Stepan Co in Q4 2017 and has held it in 16 quarters since.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.