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CX Institutional’s Stepan Co SCL Stock Holding History

CX Institutional’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
Q3 		$3K Hold
54
– – ﹤0.01% 1524
2026
Q2 		$3K Sell
54
-17
-24% -$884 ﹤0.01% 1431
2026
Q1 		$4K Sell
71
-76
-52% -$4.07K ﹤0.01% 1383
2025
Q4 		$7K Sell
147
-151
-51% -$6.92K ﹤0.01% 1239
2025
Q3 		$14K Buy
+298
New +$15.5K ﹤0.01% 1155
2023
Q1 		– Sell
-12,363
Closed -$1.32M – 574
2022
Q4 		$1.32M Buy
+12,363
New +$1.3M 0.08% 245

Other funds holding SCL

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's SCL Position: Q3 2026 in Review

CX Institutional held its Stepan Co (SCL) position steady in Q3 2026 at 54 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

CX Institutional first reported a position in SCL in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2022. 10 funds tracked by Wall St. Rank hold SCL as of Q3 2026.

  • CX Institutional held 54 shares of Stepan Co worth $3K as of Q3 2026.
  • CX Institutional left its Stepan Co share count unchanged in Q3 2026.
  • Stepan Co made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1524 holding.
  • CX Institutional first reported a position in Stepan Co in Q4 2022 and has held it in 6 quarters since.
  • CX Institutional's Stepan Co position peaked at $1.32M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Stepan Co as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.