BFS
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Bare Financial Services’s StepStone Group STEP Stock Holding History

Bare Financial Services’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
Q1 		$4.68K Sell
98
-73
-43% -$4.22K ﹤0.01% 683
2025
Q4 		$11K Buy
171
+26
+18% +$1.64K ﹤0.01% 217
2025
Q3 		$9.47K Buy
145
+42
+41% +$2.56K ﹤0.01% 255
2025
Q2 		$5.72K Buy
103
+76
+281% +$4.07K ﹤0.01% 405
2025
Q1 		$1.41K Buy
+27
New +$1.59K ﹤0.01% 429

Other funds holding STEP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return