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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
Q3 		$24.6K Buy
395
+261
+195% +$16.1K ﹤0.01% 3983
2026
Q2 		$7.4K Buy
134
+33
+33% +$1.72K ﹤0.01% 4602
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 – 4638
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

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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Farther Finance Advisors's SCL Position: Q3 2026 in Review

Farther Finance Advisors increased its Stepan Co (SCL) stake by 195% in Q3 2026, buying an estimated $16.1K and bringing the position to 395 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3983.

Farther Finance Advisors first reported a position in SCL in Q4 2022 and has held it in 15 quarters since. 10 funds tracked by Wall St. Rank hold SCL as of Q3 2026.

  • Farther Finance Advisors held 395 shares of Stepan Co worth $24.6K as of Q3 2026.
  • Farther Finance Advisors bought 261 Stepan Co shares in Q3 2026, an estimated $16.1K.
  • Stepan Co made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3983 holding.
  • Farther Finance Advisors first reported a position in Stepan Co in Q4 2022 and has held it in 15 quarters since.
  • 10 funds tracked by Wall St. Rank held Stepan Co as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.