Private Advisor Group
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Private Advisor Group’s Balchem Corp BCPC Stock Holding History

Private Advisor Group’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$208K Buy
+1,259
New +$214K ﹤0.01% 2868
2024
Q4 		– Sell
-1,248
Closed -$220K – 2523
2024
Q3 		$220K Buy
+1,248
New +$213K ﹤0.01% 2157
2024
Q2 		– Sell
-1,310
Closed -$203K – 2485
2024
Q1 		$203K Sell
1,310
-98
-7% -$14.5K ﹤0.01% 2107
2023
Q4 		$209K Buy
+1,408
New +$180K ﹤0.01% 2018

Other funds holding BCPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Private Advisor Group's BCPC Position: Q3 2026 in Review

Private Advisor Group opened a new position in Balchem Corp (BCPC) in Q3 2026: 1,259 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2868 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in BCPC as recently as Q3 2024.

Private Advisor Group first reported a position in BCPC in Q4 2023 and has held it in 4 quarters since. The position peaked at $220K in Q3 2024. 229 funds tracked by Wall St. Rank hold BCPC as of Q3 2026.

  • Private Advisor Group held 1,259 shares of Balchem Corp worth $208K as of Q3 2026.
  • Balchem Corp was a new Private Advisor Group position in Q3 2026.
  • Balchem Corp made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2868 holding.
  • Private Advisor Group first reported a position in Balchem Corp in Q4 2023 and has held it in 4 quarters since.
  • Private Advisor Group's Balchem Corp position peaked at $220K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.