CFG
BCPC

Clayton Financial Group’s Balchem Corp BCPC Stock Holding History

Clayton Financial Group’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
2025
Q4 		– Sell
-16
Closed -$2.4K – 674
2025
Q3 		$2.4K Buy
+16
New +$2.52K ﹤0.01% 236

Other funds holding BCPC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clayton Financial Group's BCPC Position: Q4 2025 in Review

Clayton Financial Group sold out of Balchem Corp (BCPC) in Q4 2025, closing a stake of 16 shares — an estimated $2.4K sold.

Clayton Financial Group first reported a position in BCPC in Q3 2025 and held it in 1 quarter. The position peaked at $2.4K in Q3 2025. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

  • Clayton Financial Group reported no remaining Balchem Corp position as of Q4 2025 after selling out during the quarter.
  • Clayton Financial Group sold 16 Balchem Corp shares in Q4 2025, an estimated $2.4K.
  • Clayton Financial Group first reported a position in Balchem Corp in Q3 2025 and held it in 1 quarter.
  • Clayton Financial Group's Balchem Corp position peaked at $2.4K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.