Stepan Company
US ˙ NYSE ˙ US8585861003

SecuritySCL / Stepan Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,295 shares
Latest Disclosed Value $ 64,724
IFP Advisors, Inc reports 1.33% increase in ownership of SCL / Stepan Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,295 shares of Stepan Company (US:SCL) valued at $64,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,278 shares of Stepan Company. This represents a change in shares of 1.33% during the quarter. The current value of the position is $66,835 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F STEPAN cs 858586100 1,295 17 1.33 65 6.67 0.0013
2026-02-06 2025-12-31 13F STEPAN cs 858586100 1,278 -6 -0.47 61 -1.64 0.0014
2026-02-06 2025-09-30 13F/A-1 STEPAN cs 858586100 1,284 9 0.71 61 -14.08 0.0016
2025-12-02 2025-09-30 13F STEPAN cs 858586100 1,261 -14 62 0.0016
2025-07-24 2025-06-30 13F STEPAN cs 858586100 1,275 75 6.25 71 7.58 0.0020
2025-05-05 2025-03-31 13F STEPAN cs 858586100 1,200 -2 -0.17 66 -14.29 0.0020
2025-02-04 2024-12-31 13F STEPAN cs 858586100 1,202 2 0.17 78 -16.30 0.0025
2025-02-04 2024-09-30 13F STEPAN cs 858586100 1,200 0 0.00 93 -8.00 0.0033
2024-07-30 2024-06-30 13F STEPAN cs 858586100 1,200 0 0.00 101 -7.41 0.0040
2024-07-30 2024-03-31 13F STEPAN cs 858586100 1,200 0 0.00 108 -4.42 0.0047
2024-01-09 2023-12-31 13F STEPAN cs 858586100 1,200 0 0.00 113 26.97 0.0054
2023-10-12 2023-09-30 13F STEPAN cs 858586100 1,200 0 0.00 90 -21.93 0.0040
2023-08-14 2023-06-30 13F/A-1 STEPAN cs 858586100 1,200 0 0.00 115 29.55 0.0048
2023-08-04 2023-06-30 13F STEPAN cs 858586100 1,200 0 88 0.0041
2023-04-18 2023-03-31 13F STEPAN cs 858586100 1,200 -18 -1.48 88 0.0038
2023-02-07 2022-12-31 13F STEPAN cs 858586100 1,218 -20 -1.62 0 -100.00 0.0024
2022-11-08 2022-09-30 13F STEPAN cs 858586100 1,238 0 0.00 91 0.00 0.0024
2022-09-06 2022-06-30 13F/A-1 STEPAN cs 858586100 1,238 0 0.00 91 0.00 0.0029
2022-09-06 2022-03-31 13F/A-1 STEPAN cs 858586100 1,238 38 3.17 91 -39.33 0.0029
2022-08-08 2022-03-31 13F STEPAN CO COM Stock 858586100 1,237 37 91 0.0019
2022-01-12 2021-12-31 13F STEPAN CO COM Stock 858586100 1,200 0 0.00 150 10.29 0.0029
2021-10-06 2021-09-30 13F STEPAN CO COM Stock 858586100 1,200 0 0.00 136 -5.56 0.0027
2021-07-13 2021-06-30 13F STEPAN CO COM Stock 858586100 1,200 0 0.00 144 -5.26 0.0030
2021-04-30 2021-03-31 13F STEPAN CO COM Stock 858586100 1,200 0 0.00 152 5.56 0.0030
2021-01-25 2020-12-31 13F STEPAN CO COM Stock 858586100 1,200 -213 -15.07 144 -5.88 0.0058
2020-10-29 2020-09-30 13F STEPAN CO COM Stock 858586100 1,413 -600 -29.81 153 -19.90 0.0091
2020-08-05 2020-06-30 13F STEPAN CO COM Stock 858586100 2,013 -42 -2.04 191 9.14 0.0151
2020-05-12 2020-03-31 13F STEPAN CO COM Stock 858586100 2,055 -500 -19.57 175 -31.37 0.0177
2020-01-17 2019-12-31 13F STEPAN CO COM Stock 858586100 2,555 -45 -1.73 255 1.59 0.0192
2019-11-07 2019-09-30 13F STEPAN CO COM Stock 858586100 2,600 2,600 251 0.0168
2019-05-15 2019-03-31 13F STEPAN CO COM Stock 858586100 0 -2,107 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 STEPAN CO COM Stock 858586100 2,107 -27 -1.27 155 -16.67 0.0094
2019-01-23 2018-12-31 13F STEPAN CO COM Stock 858586100 2,107 -27 155 0.0094
2019-06-03 2018-09-30 13F/A-9 STEPAN CO COM Stock 858586100 2,134 2,100 6,176.47 186 6,100.00 0.0076
2018-10-25 2018-09-30 13F STEPAN CO COM Stock 858586100 2,134 2,100 186 0.0076
2019-06-03 2018-06-30 13F/A-8 STEPAN CO COM Stock 858586100 34 -57 -62.64 3 -57.14 0.0001
2018-08-07 2018-06-30 13F STEPAN CO COM Stock 858586100 34 0 3
2019-06-03 2018-03-31 13F/A-7 STEPAN CO COM Stock 858586100 91 0 0.00 7 0.00 0.0003
2018-05-09 2018-03-31 13F STEPAN CO COM Stock 858586100 34 -57 3
2019-06-03 2017-12-31 13F/A-6 STEPAN CO COM Stock 858586100 91 -7,500 -98.80 7 -98.90 0.0003
2018-01-24 2017-12-31 13F STEPAN CO COM Stock 858586100 91 -7,500 7
2017-10-30 2017-09-30 13F STEPAN CO COM Stock 858586100 7,591 -2 -0.03 635 -4.08 0.0252
2019-06-03 2017-06-30 13F/A-5 STEPAN CO COM Stock 858586100 7,593 1,561 25.88 662 39.37 0.0281
2017-07-31 2017-06-30 13F STEPAN CO COM Stock 858586100 7,593 1,561 662
2019-06-03 2017-03-31 13F/A-4 STEPAN CO COM Stock 858586100 6,032 3,031 101.00 475 93.88 0.0207
2017-04-26 2017-03-31 13F STEPAN CO COM Stock 858586100 6,032 3,031 475
2019-06-03 2016-12-31 13F/A-3 STEPAN CO COM Stock 858586100 3,001 2,520 523.91 245 600.00 0.0118
2017-02-14 2016-12-31 13F STEPAN CO COM Stock 858586100 3,001 2,520 245
2016-11-04 2016-09-30 13F STEPAN CO COM Stock 858586100 481 471 4,710.00 35 3,400.00 0.0018
2019-06-03 2016-06-30 13F/A-2 STEPAN CO COM Stock 858586100 10 0 0.00 1 0.00 0.0001
2016-08-22 2016-06-30 13F STEPAN CO COM Stock 858586100 10 0 1
2016-05-02 2016-03-31 13F STEPAN CO COM Stock 858586100 10 10 1 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.