AssetMark Inc
STEP icon

AssetMark Inc’s StepStone Group STEP Stock Holding History

AssetMark Inc’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 		$4.88K Buy
118
+90
+321% +$4.45K ﹤0.01% 2697
2026
Q1 		$1.34K Sell
28
-55
-66% -$3.18K ﹤0.01% 2968
2025
Q4 		$5.33K Sell
83
-15
-15% -$949 ﹤0.01% 2449
2025
Q3 		$6.4K Buy
98
+15
+18% +$915 ﹤0.01% 2260
2025
Q2 		$4.61K Buy
+83
New +$4.44K ﹤0.01% 2157

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

AssetMark Inc's STEP Position: Q2 2026 in Review

AssetMark Inc increased its StepStone Group (STEP) stake by 321% in Q2 2026, buying an estimated $4.45K and bringing the position to 118 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

AssetMark Inc first reported a position in STEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.4K in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • AssetMark Inc held 118 shares of StepStone Group worth $4.88K as of Q2 2026.
  • AssetMark Inc bought 90 StepStone Group shares in Q2 2026, an estimated $4.45K.
  • StepStone Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2697 holding.
  • AssetMark Inc first reported a position in StepStone Group in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's StepStone Group position peaked at $6.4K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.