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Global Financial Private Client’s Stepan Co SCL Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-3
Closed -$165 – 1333
2025
Q1 		$165 Buy
3
+2
+200% +$122 ﹤0.01% 1555
2024
Q4 		$65 Buy
+1
New +$74 ﹤0.01% 1558

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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

Global Financial Private Client's SCL Position: Q2 2025 in Review

Global Financial Private Client sold out of Stepan Co (SCL) in Q2 2025, closing a stake of 3 shares — an estimated $165 sold.

Global Financial Private Client first reported a position in SCL in Q4 2024 and held it in 2 quarters. The position peaked at $165 in Q1 2025. 204 funds tracked by Wall St. Rank hold SCL as of Q2 2025.

  • Global Financial Private Client reported no remaining Stepan Co position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Stepan Co shares in Q2 2025, an estimated $165.
  • Global Financial Private Client first reported a position in Stepan Co in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Stepan Co position peaked at $165 in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.