Mackenzie Financial
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Mackenzie Financial’s Stepan Co SCL Stock Holding History

Mackenzie Financial’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
Q3 		$8.33M Buy
+133,614
New +$8.23M 0.01% 699
2023
Q3 		– Sell
-2,270
Closed -$217K – 1579
2023
Q2 		$217K Buy
2,270
+174
+8% +$16.5K ﹤0.01% 1310
2023
Q1 		$216K Buy
2,096
+57
+3% +$5.99K ﹤0.01% 1321
2022
Q4 		$217K Buy
+2,039
New +$214K ﹤0.01% 1215

Other funds holding SCL

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Mackenzie Financial's SCL Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Stepan Co (SCL) in Q3 2026: 133,614 shares worth $8.33M. The stake represents 0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in SCL as recently as Q2 2023.

Mackenzie Financial first reported a position in SCL in Q4 2022 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold SCL as of Q3 2026.

  • Mackenzie Financial held 133,614 shares of Stepan Co worth $8.33M as of Q3 2026.
  • Stepan Co was a new Mackenzie Financial position in Q3 2026.
  • Stepan Co made up 0.01% of Mackenzie Financial's portfolio in Q3 2026, its #699 holding.
  • Mackenzie Financial first reported a position in Stepan Co in Q4 2022 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Stepan Co as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.