Action Point Financial Planning’s StepStone Group STEP Stock Holding History

Action Point Financial Planning’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 Q2	$330	Buy	+8	New	+$396	﹤0.01%	2673

Other funds holding STEP

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Action Point Financial Planning's STEP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in StepStone Group (STEP) in Q2 2026: 8 shares worth $330. The stake represents ﹤0.01% of the portfolio and ranks #2673 among its holdings.

272 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

Action Point Financial Planning held 8 shares of StepStone Group worth $330 as of Q2 2026.
StepStone Group was a new Action Point Financial Planning position in Q2 2026.
StepStone Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2673 holding.
272 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.