UMB Private Wealth Management, LLC’s StepStone Group STEP Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.12K	Buy	+72	New	+$3.35K	﹤0.01%	714

Other funds holding STEP

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

UMB Private Wealth Management, LLC's STEP Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in StepStone Group (STEP) in Q3 2026: 72 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings.

21 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

UMB Private Wealth Management, LLC held 72 shares of StepStone Group worth $3.12K as of Q3 2026.
StepStone Group was a new UMB Private Wealth Management, LLC position in Q3 2026.
StepStone Group made up ﹤0.01% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #714 holding.
21 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.