Farther Finance Advisors’s Stepan Co SCL Stock Holding History

Farther Finance 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 Q1	$5.05K	Buy	101 +46	+84%	+$2.46K	﹤0.01%	4486
2025 Q4	$2.6K	Buy	55 +52	+1,733%	+$2.38K	﹤0.01%	4587
2025 Q3	$143	Buy	+3	New	+$156	﹤0.01%	4787
2025 Q2	–	Sell	-9	Closed	-$488	–	4652
2025 Q1	$488	Sell	9 -12	-57%	-$732	﹤0.01%	3781
2024 Q4	$1.36K	Sell	21 -5	-19%	-$370	﹤0.01%	3146
2024 Q3	$2.01K	Sell	26 -4	-13%	-$317	﹤0.01%	2992
2024 Q2	$2.48K	Buy	30 +5	+20%	+$427	﹤0.01%	2702
2024 Q1	$2.21K	Sell	25 -2	-7%	-$179	﹤0.01%	2450
2023 Q4	$2.55K	Buy	27 +19	+238%	+$1.52K	﹤0.01%	2327
2023 Q3	$600	Hold	8	–	–	﹤0.01%	2219
2023 Q2	$764	Sell	8 -6	-43%	-$570	﹤0.01%	2043
2023 Q1	$1.44K	Hold	14	–	–	﹤0.01%	1749
2022 Q4	$1.49K	Buy	+14	New	+$1.47K	﹤0.01%	1547

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

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

Geode Capital Management

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