Root Financial Partners
BCPC icon

Root Financial Partners’s Balchem Corp BCPC Stock Holding History

Root Financial Partners’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 		$28.5K Buy
+173
New +$29.4K ﹤0.01% 1364
2026
Q2 		– Sell
-281
Closed -$47.6K – 3420
2026
Q1 		$47.6K Buy
281
+144
+105% +$24.5K ﹤0.01% 893
2025
Q4 		$21K Buy
137
+4
+3% +$610 ﹤0.01% 1164
2025
Q3 		$20K Buy
+133
New +$21K ﹤0.01% 1119

Other funds holding BCPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's BCPC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Balchem Corp (BCPC) in Q3 2026: 173 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BCPC as recently as Q1 2026.

Root Financial Partners first reported a position in BCPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $47.6K in Q1 2026. 338 funds tracked by Wall St. Rank hold BCPC as of Q3 2026.

  • Root Financial Partners held 173 shares of Balchem Corp worth $28.5K as of Q3 2026.
  • Balchem Corp was a new Root Financial Partners position in Q3 2026.
  • Balchem Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1364 holding.
  • Root Financial Partners first reported a position in Balchem Corp in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Balchem Corp position peaked at $47.6K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.