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JNBA Financial Advisors’s Balchem Corp BCPC Stock Holding History

JNBA Financial Advisors’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40
Closed -$6.78K – 909
2026
Q1 		$6.78K Buy
+40
New +$6.79K ﹤0.01% 548
2024
Q2 		– Sell
-8
Closed -$1.24K – 683
2024
Q1 		$1.24K Hold
8
– – ﹤0.01% 625
2023
Q4 		$1.19K Hold
8
– – ﹤0.01% 639
2023
Q3 		$993 Hold
8
– – ﹤0.01% 670
2023
Q2 		$1.08K Hold
8
– – ﹤0.01% 652
2023
Q1 		$1.01K Buy
+8
New +$1.03K ﹤0.01% 661

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JNBA Financial Advisors's BCPC Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Balchem Corp (BCPC) in Q2 2026, closing a stake of 40 shares — an estimated $6.78K sold.

JNBA Financial Advisors first reported a position in BCPC in Q1 2023 and held it in 6 quarters. The position peaked at $6.78K in Q1 2026. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • JNBA Financial Advisors reported no remaining Balchem Corp position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 40 Balchem Corp shares in Q2 2026, an estimated $6.78K.
  • JNBA Financial Advisors first reported a position in Balchem Corp in Q1 2023 and held it in 6 quarters.
  • JNBA Financial Advisors's Balchem Corp position peaked at $6.78K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

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