D.A. Davidson & Co’s Stepan Co SCL Stock Holding History

D.A. Davidson & Co’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 Q3	–	Sell	-6,932	Closed	-$378K	–	1584
2025 Q2	$378K	Buy	+6,932	New	+$366K	﹤0.01%	1155
2017 Q3	–	Sell	-400	Closed	-$34K	–	1827
2017 Q2	$34K	Hold	400	–	–	﹤0.01%	1666
2017 Q1	$31K	Hold	400	–	–	﹤0.01%	1695
2016 Q4	$32K	Hold	400	–	–	﹤0.01%	1769
2016 Q3	$29K	Hold	400	–	–	﹤0.01%	1737
2016 Q2	$23K	Hold	400	–	–	﹤0.01%	1718
2016 Q1	$22K	Hold	400	–	–	﹤0.01%	1680
2015 Q4	$19K	Hold	400	–	–	﹤0.01%	1725
2015 Q3	$16K	Hold	400	–	–	﹤0.01%	1733
2015 Q2	$21K	Hold	400	–	–	﹤0.01%	1699
2015 Q1	$16K	Hold	400	–	–	﹤0.01%	1709
2014 Q4	$16K	Hold	400	–	–	﹤0.01%	1730
2014 Q3	$17K	Hold	400	–	–	﹤0.01%	1719
2014 Q2	$21K	Hold	400	–	–	﹤0.01%	1641
2014 Q1	$25K	Hold	400	–	–	﹤0.01%	1588
2013 Q4	$26K	Hold	400	–	–	﹤0.01%	1486
2013 Q3	$23K	Hold	400	–	–	﹤0.01%	1312
2013 Q2	$22K	Buy	+400	New	+$22.6K	﹤0.01%	1281

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.A. Davidson & Co's SCL Position: Q3 2025 in Review

D.A. Davidson & Co sold out of Stepan Co (SCL) in Q3 2025, closing a stake of 6,932 shares — an estimated $378K sold.

D.A. Davidson & Co first reported a position in SCL in Q2 2013 and held it in 18 quarters. The position peaked at $378K in Q2 2025. 204 funds tracked by Wall St. Rank hold SCL as of Q3 2025.

D.A. Davidson & Co reported no remaining Stepan Co position as of Q3 2025 after selling out during the quarter.
D.A. Davidson & Co sold 6,932 Stepan Co shares in Q3 2025, an estimated $378K.
D.A. Davidson & Co first reported a position in Stepan Co in Q2 2013 and held it in 18 quarters.
D.A. Davidson & Co's Stepan Co position peaked at $378K in Q2 2025.
204 funds tracked by Wall St. Rank held Stepan Co as of Q3 2025.

Based on D.A. Davidson & Co's 13F filing for Q3 2025, filed 22 Oct 2025.