Jones Financial Companies
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Jones Financial Companies’s Stepan Co SCL Stock Holding History

Jones Financial Companies’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 		$9.25K Buy
166
+10
+6% +$520 ﹤0.01% 3829
2026
Q1 		$7.72K Buy
156
+137
+721% +$7.33K ﹤0.01% 3673
2025
Q4 		$900 Hold
19
– – ﹤0.01% 4043
2025
Q3 		$897 Hold
19
– – ﹤0.01% 3922
2025
Q2 		$1.05K Buy
19
+4
+27% +$211 ﹤0.01% 3648
2025
Q1 		$830 Buy
+15
New +$915 ﹤0.01% 3438
2024
Q4 		– Sell
-486
Closed -$38K – 3492
2024
Q3 		$38K Buy
+486
New +$38.5K ﹤0.01% 1736
2022
Q1 		– Sell
-22
Closed -$3K – 819
2021
Q4 		$3K Hold
22
– – ﹤0.01% 701
2021
Q3 		$2K Hold
22
– – ﹤0.01% 623
2021
Q2 		$3K Hold
22
– – ﹤0.01% 597
2021
Q1 		$3K Buy
+22
New +$2.73K ﹤0.01% 714
2013
Q4 		– Sell
-2,288
Closed -$132K – 481
2013
Q3 		$132K Buy
+2,288
New +$132K ﹤0.01% 226

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

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

Jones Financial Companies increased its Stepan Co (SCL) stake by 6.4% in Q2 2026, buying an estimated $520 and bringing the position to 166 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3829.

Jones Financial Companies first reported a position in SCL in Q3 2013 and has held it in 12 quarters since. The position peaked at $132K in Q3 2013. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Jones Financial Companies held 166 shares of Stepan Co worth $9.25K as of Q2 2026.
  • Jones Financial Companies bought 10 Stepan Co shares in Q2 2026, an estimated $520.
  • Stepan Co made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3829 holding.
  • Jones Financial Companies first reported a position in Stepan Co in Q3 2013 and has held it in 12 quarters since.
  • Jones Financial Companies's Stepan Co position peaked at $132K in Q3 2013.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

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