RFP
BCPC

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
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

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Root Financial Partners's BCPC Position: Q2 2026 in Review

Root Financial Partners sold out of Balchem Corp (BCPC) in Q2 2026, closing a stake of 281 shares — an estimated $47.6K sold.

Root Financial Partners first reported a position in BCPC in Q3 2025 and held it in 3 quarters. The position peaked at $47.6K in Q1 2026. 110 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Root Financial Partners reported no remaining Balchem Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 281 Balchem Corp shares in Q2 2026, an estimated $47.6K.
  • Root Financial Partners first reported a position in Balchem Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Balchem Corp position peaked at $47.6K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.