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Penn Capital Management’s Stepan Co SCL Stock Holding History

Penn Capital Management’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 		$2.87M Buy
51,552
+11,896
+30% +$619K 0.18% 81
2026
Q1 		$1.98M Buy
+39,656
New +$2.12M 0.15% 90

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Penn Capital Management's SCL Position: Q2 2026 in Review

Penn Capital Management increased its Stepan Co (SCL) stake by 30% in Q2 2026, buying an estimated $619K and bringing the position to 51,552 shares worth $2.87M. The position accounts for 0.18% of the portfolio, ranked #81.

Penn Capital Management first reported a position in SCL in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Penn Capital Management held 51,552 shares of Stepan Co worth $2.87M as of Q2 2026.
  • Penn Capital Management bought 11,896 Stepan Co shares in Q2 2026, an estimated $619K.
  • Stepan Co made up 0.18% of Penn Capital Management's portfolio in Q2 2026, its #81 holding.
  • Penn Capital Management first reported a position in Stepan Co in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.