JFS Wealth Advisors’s Stepan Co SCL Stock Holding History

JFS Wealth 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 Q2	$168	Buy	+3	New	+$156	﹤0.01%	2178
2025 Q1	–	Sell	-11	Closed	-$712	–	1985
2024 Q4	$712	Buy	11 +3	+38%	+$222	﹤0.01%	1733
2024 Q3	$618	Sell	8 -7	-47%	-$555	﹤0.01%	1768
2024 Q2	$1.26K	Hold	15	–	–	﹤0.01%	1607
2024 Q1	$1.35K	Buy	15 +8	+114%	+$717	﹤0.01%	1575
2023 Q4	$662	Sell	7 -9	-56%	-$719	﹤0.01%	1750
2023 Q3	$1.2K	Buy	16 +3	+23%	+$262	﹤0.01%	1543
2023 Q2	$1.24K	Hold	13	–	–	﹤0.01%	1535
2023 Q1	$1.34K	Sell	13 -4	-24%	-$420	﹤0.01%	1503
2022 Q4	$1.81K	Buy	17 +4	+31%	+$419	﹤0.01%	1409
2022 Q3	$1K	Sell	13 -1	-7%	-$104	﹤0.01%	1640
2022 Q2	$1K	Buy	14 +4	+40%	+$414	﹤0.01%	1630
2022 Q1	$1K	Buy	10 +3	+43%	+$324	﹤0.01%	1722
2021 Q4	$1K	Buy	+7	New	+$844	﹤0.01%	1541
2015 Q2	–	Sell	-500	Closed	-$21K	–	522
2015 Q1	$21K	Hold	500	–	–	0.01%	276
2014 Q4	$20K	Buy	+500	New	+$21.2K	﹤0.01%	287

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JFS Wealth Advisors's SCL Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Stepan Co (SCL) in Q2 2026: 3 shares worth $168. The stake represents ﹤0.01% of the portfolio and ranks #2178 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in SCL as recently as Q4 2024.

JFS Wealth Advisors first reported a position in SCL in Q4 2014 and has held it in 16 quarters since. The position peaked at $21K in Q1 2015. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

JFS Wealth Advisors held 3 shares of Stepan Co worth $168 as of Q2 2026.
Stepan Co was a new JFS Wealth Advisors position in Q2 2026.
Stepan Co made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2178 holding.
JFS Wealth Advisors first reported a position in Stepan Co in Q4 2014 and has held it in 16 quarters since.
JFS Wealth Advisors's Stepan Co position peaked at $21K in Q1 2015.
230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.