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James T. Borello RIA’s Stepan Co SCL Stock Holding History

James T. Borello RIA’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 		$62 Sell
1
-4
-80% -$246 ﹤0.01% 1239
2026
Q2 		$279 Hold
5
– – ﹤0.01% 1101
2026
Q1 		$250 Hold
5
– – ﹤0.01% 1104
2025
Q4 		$237 Buy
+5
New +$229 ﹤0.01% 1005

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Forum Financial Management
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State of Alaska Department of Revenue
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Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Copeland Capital Management
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ATC
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

James T. Borello RIA's SCL Position: Q3 2026 in Review

James T. Borello RIA reduced its Stepan Co (SCL) stake by 80% in Q3 2026, selling an estimated $246 and leaving 1 share worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

James T. Borello RIA first reported a position in SCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $279 in Q2 2026. 24 funds tracked by Wall St. Rank hold SCL as of Q3 2026.

  • James T. Borello RIA held 1 share of Stepan Co worth $62 as of Q3 2026.
  • James T. Borello RIA sold 4 Stepan Co shares in Q3 2026, an estimated $246.
  • Stepan Co made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1239 holding.
  • James T. Borello RIA first reported a position in Stepan Co in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Stepan Co position peaked at $279 in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Stepan Co as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.