SVB Wealth’s Balchem Corp BCPC Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-345	Closed	-$57.3K	–	1712
2025 Q1	$57.3K	Buy	+345	New	+$56.6K	﹤0.01%	508

Other funds holding BCPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SVB Wealth's BCPC Position: Q2 2025 in Review

SVB Wealth sold out of Balchem Corp (BCPC) in Q2 2025, closing a stake of 345 shares — an estimated $57.3K sold.

SVB Wealth first reported a position in BCPC in Q1 2025 and held it in 1 quarter. The position peaked at $57.3K in Q1 2025. 396 funds tracked by Wall St. Rank hold BCPC as of Q2 2025.

SVB Wealth reported no remaining Balchem Corp position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 345 Balchem Corp shares in Q2 2025, an estimated $57.3K.
SVB Wealth first reported a position in Balchem Corp in Q1 2025 and held it in 1 quarter.
SVB Wealth's Balchem Corp position peaked at $57.3K in Q1 2025.
396 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.