SFS
BCPC

Sowell Financial Services’s Balchem Corp BCPC Stock Holding History

Sowell Financial Services’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 		$206K Buy
1,216
+19
+2% +$3.16K 0.01% 1077
2026
Q1 		$203K Buy
+1,197
New +$203K 0.01% 1046
2025
Q2 		– Sell
-1,216
Closed -$202K – 1106
2025
Q1 		$202K Buy
+1,216
New +$199K 0.01% 928
2021
Q2 		– Sell
-30
Closed -$4K – 2844
2021
Q1 		$4K Hold
30
– – ﹤0.01% 2697
2020
Q4 		$3K Buy
30
+8
+36% +$844 ﹤0.01% 2424
2020
Q3 		$2K Hold
22
– – ﹤0.01% 2288
2020
Q2 		$2K Hold
22
– – ﹤0.01% 2217
2020
Q1 		$2K Sell
22
-7
-24% -$717 ﹤0.01% 2139
2019
Q4 		$3K Buy
29
+7
+32% +$706 ﹤0.01% 2116
2019
Q3 		$2K Buy
+22
New +$2.1K ﹤0.01% 2151

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sowell Financial Services's BCPC Position: Q2 2026 in Review

Sowell Financial Services increased its Balchem Corp (BCPC) stake by 1.6% in Q2 2026, buying an estimated $3.16K and bringing the position to 1,216 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #1077.

Sowell Financial Services first reported a position in BCPC in Q3 2019 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Sowell Financial Services held 1,216 shares of Balchem Corp worth $206K as of Q2 2026.
  • Sowell Financial Services bought 19 Balchem Corp shares in Q2 2026, an estimated $3.16K.
  • Balchem Corp made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1077 holding.
  • Sowell Financial Services first reported a position in Balchem Corp in Q3 2019 and has held it in 10 quarters since.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.