AB
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Amalgamated Bank’s StepStone Group STEP Stock Holding History

Amalgamated Bank’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 		$824K Sell
19,915
-1,187
-6% -$58.8K 0.01% 1191
2026
Q1 		$1.01M Buy
21,102
+182
+0.9% +$10.5K 0.01% 1064
2025
Q4 		$1.34M Buy
20,920
+165
+0.8% +$10.4K 0.01% 968
2025
Q3 		$1.36M Buy
20,755
+1,947
+10% +$119K 0.01% 958
2025
Q2 		$1.04M Hold
18,808
– – 0.01% 1030
2025
Q1 		$982K Buy
18,808
+364
+2% +$21.4K 0.01% 1028
2024
Q4 		$1.07M Sell
18,444
-9
-0% -$558 0.01% 1033
2024
Q3 		$1.05M Buy
18,453
+2,452
+15% +$125K 0.01% 1028
2024
Q2 		$734K Buy
16,001
+14,118
+750% +$555K 0.01% 1150
2024
Q1 		$67K Sell
1,883
-5,821
-76% -$197K ﹤0.01% 1803
2023
Q4 		$245K Sell
7,704
-560
-7% -$15.8K ﹤0.01% 1733
2023
Q3 		$261K Hold
8,264
– – ﹤0.01% 1689
2023
Q2 		$205K Buy
8,264
+517
+7% +$11.9K ﹤0.01% 1813
2023
Q1 		$188K Sell
7,747
-1,409
-15% -$38.5K ﹤0.01% 1826
2022
Q4 		$231K Buy
9,156
+629
+7% +$17.6K ﹤0.01% 1803
2022
Q3 		$209K Buy
8,527
+199
+2% +$5.42K ﹤0.01% 1829
2022
Q2 		$217K Buy
8,328
+1,160
+16% +$31.6K ﹤0.01% 1844
2022
Q1 		$237K Buy
7,168
+44
+0.6% +$1.51K ﹤0.01% 1874
2021
Q4 		$296K Sell
7,124
-71
-1% -$3.13K ﹤0.01% 1828
2021
Q3 		$307K Buy
7,195
+145
+2% +$6.41K ﹤0.01% 1836
2021
Q2 		$243K Buy
+7,050
New +$234K ﹤0.01% 1967

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amalgamated Bank's STEP Position: Q2 2026 in Review

Amalgamated Bank reduced its StepStone Group (STEP) stake by 5.6% in Q2 2026, selling an estimated $58.8K and leaving 19,915 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #1191.

Amalgamated Bank first reported a position in STEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.36M in Q3 2025. 107 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Amalgamated Bank held 19,915 shares of StepStone Group worth $824K as of Q2 2026.
  • Amalgamated Bank sold 1,187 StepStone Group shares in Q2 2026, an estimated $58.8K.
  • StepStone Group made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1191 holding.
  • Amalgamated Bank first reported a position in StepStone Group in Q2 2021 and has held it in 21 quarters since.
  • Amalgamated Bank's StepStone Group position peaked at $1.36M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.