Root Financial Partners
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Root Financial Partners’s Stepan Co SCL Stock Holding History

Root Financial Partners’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
Q3 		$3.06K Buy
+49
New +$3.02K ﹤0.01% 2436
2026
Q2 		– Sell
-19
Closed -$950 – 2663
2026
Q1 		$950 Buy
+19
New +$1.02K ﹤0.01% 2633

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DePrince Race & Zollo Inc (DRZ)
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in Stepan Co (SCL) in Q3 2026: 49 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #2436 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCL as recently as Q1 2026.

Root Financial Partners first reported a position in SCL in Q1 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold SCL as of Q3 2026.

  • Root Financial Partners held 49 shares of Stepan Co worth $3.06K as of Q3 2026.
  • Stepan Co was a new Root Financial Partners position in Q3 2026.
  • Stepan Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2436 holding.
  • Root Financial Partners first reported a position in Stepan Co in Q1 2026 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Stepan Co as of Q3 2026.

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