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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
Q2 		$786 Sell
19
-79
-81% -$3.91K ﹤0.01% 1481
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 $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

Bare Financial Services's STEP Position: Q2 2026 in Review

Bare Financial Services reduced its StepStone Group (STEP) stake by 81% in Q2 2026, selling an estimated $3.91K and leaving 19 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Bare Financial Services first reported a position in STEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $11K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Bare Financial Services held 19 shares of StepStone Group worth $786 as of Q2 2026.
  • Bare Financial Services sold 79 StepStone Group shares in Q2 2026, an estimated $3.91K.
  • StepStone Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1481 holding.
  • Bare Financial Services first reported a position in StepStone Group in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's StepStone Group position peaked at $11K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.