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Financial Consulate’s Stepan Co SCL Stock Holding History

Financial Consulate’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 		$35.8K Buy
643
+5
+0.8% +$260 ﹤0.01% 398
2026
Q1 		$31.9K Buy
638
+5
+0.8% +$268 ﹤0.01% 399
2025
Q4 		$30K Buy
633
+6
+1% +$275 ﹤0.01% 399
2025
Q3 		$29.9K Buy
+627
New +$32.5K ﹤0.01% 388

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

Financial Consulate's SCL Position: Q2 2026 in Review

Financial Consulate increased its Stepan Co (SCL) stake by 0.78% in Q2 2026, buying an estimated $260 and bringing the position to 643 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Financial Consulate first reported a position in SCL in Q3 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Financial Consulate held 643 shares of Stepan Co worth $35.8K as of Q2 2026.
  • Financial Consulate bought 5 Stepan Co shares in Q2 2026, an estimated $260.
  • Stepan Co made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #398 holding.
  • Financial Consulate first reported a position in Stepan Co in Q3 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.