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Pinnacle Wealth Planning Services’s Stepan Co SCL Stock Holding History

Pinnacle Wealth Planning Services’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 		$74.8K Buy
1,343
+3
+0.2% +$156 0.01% 1035
2026
Q1 		$67K Buy
1,340
+25
+2% +$1.34K 0.01% 1029
2025
Q4 		$62.3K Buy
+1,315
New +$60.2K 0.01% 1054
2021
Q1 		– Sell
-63
Closed -$8K – 1649
2020
Q4 		$8K Buy
+63
New +$7.42K ﹤0.01% 1480

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

Pinnacle Wealth Planning Services's SCL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Stepan Co (SCL) stake by 0.22% in Q2 2026, buying an estimated $156 and bringing the position to 1,343 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #1035.

Pinnacle Wealth Planning Services first reported a position in SCL in Q4 2020 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold SCL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,343 shares of Stepan Co worth $74.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Stepan Co shares in Q2 2026, an estimated $156.
  • Stepan Co made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1035 holding.
  • Pinnacle Wealth Planning Services first reported a position in Stepan Co in Q4 2020 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Stepan Co as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.