Bank of New York Mellon
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Bank of New York Mellon’s StepStone Group STEP Stock Holding History

Bank of New York Mellon’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 		$21.8M Buy
525,918
+34,182
+7% +$1.69M ﹤0.01% 1584
2026
Q1 		$23.5M Sell
491,736
-13,931
-3% -$805K ﹤0.01% 1445
2025
Q4 		$32.4M Sell
505,667
-33,327
-6% -$2.11M 0.01% 1262
2025
Q3 		$35.2M Sell
538,994
-54,550
-9% -$3.33M 0.01% 1222
2025
Q2 		$32.9M Sell
593,544
-41,288
-7% -$2.21M 0.01% 1234
2025
Q1 		$33.2M Sell
634,832
-272,581
-30% -$16M 0.01% 1217
2024
Q4 		$52.5M Sell
907,413
-147,222
-14% -$9.12M 0.01% 989
2024
Q3 		$59.9M Sell
1,054,635
-60,749
-5% -$3.1M 0.01% 917
2024
Q2 		$51.2M Buy
1,115,384
+225,201
+25% +$8.85M 0.01% 1019
2024
Q1 		$31.8M Buy
890,183
+73,756
+9% +$2.5M 0.01% 1307
2023
Q4 		$26M Buy
816,427
+43,506
+6% +$1.23M 0.01% 1459
2023
Q3 		$24.4M Buy
772,921
+367,507
+91% +$10.7M 0.01% 1446
2023
Q2 		$10.1M Buy
405,414
+75,332
+23% +$1.73M ﹤0.01% 1950
2023
Q1 		$8.01M Sell
330,082
-12,596
-4% -$344K ﹤0.01% 2040
2022
Q4 		$8.63M Buy
342,678
+98,532
+40% +$2.75M ﹤0.01% 2016
2022
Q3 		$5.98M Buy
244,146
+30,722
+14% +$837K ﹤0.01% 2196
2022
Q2 		$5.55M Buy
213,424
+8,888
+4% +$242K ﹤0.01% 2248
2022
Q1 		$6.76M Buy
204,536
+17,367
+9% +$598K ﹤0.01% 2267
2021
Q4 		$7.78M Buy
187,169
+35,176
+23% +$1.55M ﹤0.01% 2237
2021
Q3 		$6.48M Buy
151,993
+49,485
+48% +$2.19M ﹤0.01% 2362
2021
Q2 		$3.53M Buy
102,508
+39,560
+63% +$1.32M ﹤0.01% 2663
2021
Q1 		$2.22M Buy
62,948
+948
+2% +$33.4K ﹤0.01% 2869
2020
Q4 		$2.47M Buy
+62,000
New +$1.8M ﹤0.01% 2720

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon's STEP Position: Q2 2026 in Review

Bank of New York Mellon increased its StepStone Group (STEP) stake by 7% in Q2 2026, buying an estimated $1.69M and bringing the position to 525,918 shares worth $21.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Bank of New York Mellon first reported a position in STEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $59.9M in Q3 2024. 107 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Bank of New York Mellon held 525,918 shares of StepStone Group worth $21.8M as of Q2 2026.
  • Bank of New York Mellon bought 34,182 StepStone Group shares in Q2 2026, an estimated $1.69M.
  • StepStone Group made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #1584 holding.
  • Bank of New York Mellon first reported a position in StepStone Group in Q4 2020 and has held it in 23 quarters since.
  • Bank of New York Mellon's StepStone Group position peaked at $59.9M in Q3 2024.
  • 107 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.