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Allworth Financial’s StepStone Group STEP Stock Holding History

Allworth Financial’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 		$5.46K Sell
132
-544
-80% -$26.9K ﹤0.01% 4076
2026
Q1 		$32.3K Buy
676
+512
+312% +$29.6K ﹤0.01% 2648
2025
Q4 		$10.5K Sell
164
-38
-19% -$2.4K ﹤0.01% 3231
2025
Q3 		$13.2K Buy
202
+79
+64% +$4.82K ﹤0.01% 2964
2025
Q2 		$6.83K Sell
123
-21
-15% -$1.12K ﹤0.01% 3092
2025
Q1 		$7.24K Buy
144
+87
+153% +$5.12K ﹤0.01% 2576
2024
Q4 		$3.63K Buy
57
+10
+21% +$620 ﹤0.01% 2901
2024
Q3 		$2.67K Hold
47
– – ﹤0.01% 2840
2024
Q2 		$2.28K Hold
47
– – ﹤0.01% 2863
2024
Q1 		$1.68K Sell
47
-25
-35% -$846 ﹤0.01% 2879
2023
Q4 		$2.29K Sell
72
-18
-20% -$508 ﹤0.01% 2623
2023
Q3 		$2.84K Buy
90
+43
+91% +$1.25K ﹤0.01% 2375
2023
Q2 		$1.17K Buy
+47
New +$1.08K ﹤0.01% 2681
2022
Q3 		– Sell
-32
Closed -$1K – 3090
2022
Q2 		$1K Buy
+32
New +$871 ﹤0.01% 2263

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Allworth Financial's STEP Position: Q2 2026 in Review

Allworth Financial reduced its StepStone Group (STEP) stake by 80% in Q2 2026, selling an estimated $26.9K and leaving 132 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4076.

Allworth Financial first reported a position in STEP in Q2 2022 and has held it in 14 quarters since. The position peaked at $32.3K in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Allworth Financial held 132 shares of StepStone Group worth $5.46K as of Q2 2026.
  • Allworth Financial sold 544 StepStone Group shares in Q2 2026, an estimated $26.9K.
  • StepStone Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4076 holding.
  • Allworth Financial first reported a position in StepStone Group in Q2 2022 and has held it in 14 quarters since.
  • Allworth Financial's StepStone Group position peaked at $32.3K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.