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Petrus Trust Company’s Stepan Co SCL Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-6,343
Closed -$346K – 474
2025
Q2 		$346K Sell
6,343
-2,585
-29% -$137K 0.04% 251
2025
Q1 		$491K Hold
8,928
– – 0.05% 200
2024
Q4 		$578K Hold
8,928
– – 0.06% 164
2024
Q3 		$690K Buy
+8,928
New +$708K 0.07% 103
2023
Q4 		– Sell
-2,765
Closed -$207K – 728
2023
Q3 		$207K Buy
+2,765
New +$242K 0.02% 518
2023
Q2 		– Sell
-3,549
Closed -$366K – 727
2023
Q1 		$366K Hold
3,549
– – 0.04% 206
2022
Q4 		$378K Buy
+3,549
New +$372K 0.05% 178

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Petrus Trust Company's SCL Position: Q3 2025 in Review

Petrus Trust Company sold out of Stepan Co (SCL) in Q3 2025, closing a stake of 6,343 shares — an estimated $346K sold.

Petrus Trust Company first reported a position in SCL in Q4 2022 and held it in 7 quarters. The position peaked at $690K in Q3 2024. 204 funds tracked by Wall St. Rank hold SCL as of Q3 2025.

  • Petrus Trust Company reported no remaining Stepan Co position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 6,343 Stepan Co shares in Q3 2025, an estimated $346K.
  • Petrus Trust Company first reported a position in Stepan Co in Q4 2022 and held it in 7 quarters.
  • Petrus Trust Company's Stepan Co position peaked at $690K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.