Bank of Montreal
STEP icon

Bank of Montreal’s StepStone Group STEP Stock Holding History

Bank of Montreal’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 		$250K Buy
6,046
+665
+12% +$32.9K ﹤0.01% 2875
2026
Q1 		$257K Buy
5,381
+495
+10% +$28.6K ﹤0.01% 2781
2025
Q4 		$314K Buy
4,886
+11
+0.2% +$696 ﹤0.01% 2562
2025
Q3 		$318K Sell
4,875
-5,852
-55% -$357K ﹤0.01% 2498
2025
Q2 		$595K Buy
10,727
+971
+10% +$52K ﹤0.01% 2182
2025
Q1 		$510K Buy
9,756
+2,530
+35% +$149K ﹤0.01% 2184
2024
Q4 		$418K Buy
7,226
+1,125
+18% +$69.7K ﹤0.01% 2338
2024
Q3 		$349K Buy
6,101
+1,201
+25% +$61.2K ﹤0.01% 2663
2024
Q2 		$226K Buy
+4,900
New +$193K ﹤0.01% 2916
2021
Q2 		– Sell
-574
Closed -$21K – 4811
2021
Q1 		$21K Sell
574
-2,573
-82% -$90.6K ﹤0.01% 4043
2020
Q4 		$116K Buy
+3,147
New +$91.2K ﹤0.01% 3507

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 $3.38T AUM 44.17% 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

Bank of Montreal's STEP Position: Q2 2026 in Review

Bank of Montreal increased its StepStone Group (STEP) stake by 12% in Q2 2026, buying an estimated $32.9K and bringing the position to 6,046 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

Bank of Montreal first reported a position in STEP in Q4 2020 and has held it in 11 quarters since. The position peaked at $595K in Q2 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Bank of Montreal held 6,046 shares of StepStone Group worth $250K as of Q2 2026.
  • Bank of Montreal bought 665 StepStone Group shares in Q2 2026, an estimated $32.9K.
  • StepStone Group made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2875 holding.
  • Bank of Montreal first reported a position in StepStone Group in Q4 2020 and has held it in 11 quarters since.
  • Bank of Montreal's StepStone Group position peaked at $595K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.