Jones Financial Companies
BCPC

Jones Financial Companies’s Balchem Corp BCPC Stock Holding History

Jones Financial Companies’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 		$1.76M Buy
10,260
+1,326
+15% +$220K ﹤0.01% 1634
2026
Q1 		$1.49M Buy
8,934
+8,880
+16,444% +$1.51M ﹤0.01% 1552
2025
Q4 		$8.28K Buy
54
+7
+15% +$1.07K ﹤0.01% 3307
2025
Q3 		$7.05K Buy
47
+3
+7% +$473 ﹤0.01% 3215
2025
Q2 		$6.97K Hold
44
– – ﹤0.01% 3009
2025
Q1 		$7.21K Hold
44
– – ﹤0.01% 2836
2024
Q4 		$7.17K Buy
+44
New +$7.63K ﹤0.01% 2648

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Jones Financial Companies's BCPC Position: Q2 2026 in Review

Jones Financial Companies increased its Balchem Corp (BCPC) stake by 15% in Q2 2026, buying an estimated $220K and bringing the position to 10,260 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Jones Financial Companies first reported a position in BCPC in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Jones Financial Companies held 10,260 shares of Balchem Corp worth $1.76M as of Q2 2026.
  • Jones Financial Companies bought 1,326 Balchem Corp shares in Q2 2026, an estimated $220K.
  • Balchem Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1634 holding.
  • Jones Financial Companies first reported a position in Balchem Corp in Q4 2024 and has held it in 7 quarters since.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.