SSG
BCPC

Summit Securities Group’s Balchem Corp BCPC Stock Holding History

Summit Securities Group’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 		$253K Sell
1,500
-1,500
-50% -$249K 0.02% 242
2026
Q1 		$508K Buy
+3,000
New +$509K 0.06% 141
2017
Q2 		– Sell
-3,298
Closed -$272K – 386
2017
Q1 		$272K Buy
+3,298
New +$277K 0.08% 241

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

Summit Securities Group's BCPC Position: Q2 2026 in Review

Summit Securities Group reduced its Balchem Corp (BCPC) stake by 50% in Q2 2026, selling an estimated $249K and leaving 1,500 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #242.

Summit Securities Group first reported a position in BCPC in Q1 2017 and has held it in 3 quarters since. The position peaked at $508K in Q1 2026. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Summit Securities Group held 1,500 shares of Balchem Corp worth $253K as of Q2 2026.
  • Summit Securities Group sold 1,500 Balchem Corp shares in Q2 2026, an estimated $249K.
  • Balchem Corp made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #242 holding.
  • Summit Securities Group first reported a position in Balchem Corp in Q1 2017 and has held it in 3 quarters since.
  • Summit Securities Group's Balchem Corp position peaked at $508K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.