SFA
BCPC

Sequoia Financial Advisors’s Balchem Corp BCPC Stock Holding History

Sequoia Financial Advisors’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
Q1 		$292K Sell
1,724
-358
-17% -$60.8K ﹤0.01% 1587
2025
Q4 		$319K Buy
2,082
+518
+33% +$79.1K ﹤0.01% 1528
2025
Q3 		$235K Buy
1,564
+101
+7% +$15.9K ﹤0.01% 1532
2025
Q2 		$233K Buy
+1,463
New +$237K ﹤0.01% 1408
2023
Q4 		– Sell
-2,334
Closed -$290K – 1243
2023
Q3 		$290K Buy
2,334
+63
+3% +$8.38K 0.01% 706
2023
Q2 		$306K Buy
2,271
+508
+29% +$65.3K 0.01% 689
2023
Q1 		$223K Buy
+1,763
New +$228K 0.01% 732

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return