Jones Financial Companies
SCL icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return