Commonwealth Equity Services
SCL icon

Commonwealth Equity Services’s Stepan Co SCL Stock Holding History

Commonwealth Equity Services’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 		$237K Sell
4,252
-21
-0.5% -$1.09K ﹤0.01% 3988
2026
Q1 		$214K Sell
4,273
-179
-4% -$9.58K ﹤0.01% 3947
2025
Q4 		$211K Sell
4,452
-974
-18% -$44.6K ﹤0.01% 3937
2025
Q3 		$259K Sell
5,426
-15
-0.3% -$778 ﹤0.01% 3759
2025
Q2 		$297K Sell
5,441
-354
-6% -$18.7K ﹤0.01% 3592
2025
Q1 		$319K Buy
+5,795
New +$354K ﹤0.01% 3440
2024
Q4 		– Sell
-4,404
Closed -$340K – 4205
2024
Q3 		$340K Buy
+4,404
New +$349K ﹤0.01% 3237
2024
Q1 		– Sell
-2,150
Closed -$203K – 4086
2023
Q4 		$203K Buy
+2,150
New +$172K ﹤0.01% 3497
2023
Q3 		– Sell
-2,220
Closed -$212K – 3921
2023
Q2 		$212K Buy
2,220
+53
+2% +$5.04K ﹤0.01% 3357
2023
Q1 		$223K Sell
2,167
-159
-7% -$16.7K ﹤0.01% 3220
2022
Q4 		$247K Buy
2,326
+10
+0.4% +$1.05K ﹤0.01% 3039
2022
Q3 		$216K Buy
2,316
+8
+0.3% +$832 ﹤0.01% 3104
2022
Q2 		$234K Buy
2,308
+7
+0.3% +$724 ﹤0.01% 3061
2022
Q1 		$227K Buy
+2,301
New +$249K ﹤0.01% 3214
2020
Q1 		– Sell
-1,968
Closed -$201K – 2943
2019
Q4 		$201K Buy
+1,968
New +$192K ﹤0.01% 2612
2014
Q2 		– Sell
-3,672
Closed -$237K – 2089
2014
Q1 		$237K Buy
3,672
+1
+0% +$63 ﹤0.01% 1643
2013
Q4 		$241K Buy
+3,671
New +$224K ﹤0.01% 1596

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

Commonwealth Equity Services's SCL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Stepan Co (SCL) stake by 0.49% in Q2 2026, selling an estimated $1.09K and leaving 4,252 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #3988.

Commonwealth Equity Services first reported a position in SCL in Q4 2013 and has held it in 17 quarters since. The position peaked at $340K in Q3 2024. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Commonwealth Equity Services held 4,252 shares of Stepan Co worth $237K as of Q2 2026.
  • Commonwealth Equity Services sold 21 Stepan Co shares in Q2 2026, an estimated $1.09K.
  • Stepan Co made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3988 holding.
  • Commonwealth Equity Services first reported a position in Stepan Co in Q4 2013 and has held it in 17 quarters since.
  • Commonwealth Equity Services's Stepan Co position peaked at $340K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.