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BOK Financial’s StepStone Group STEP Stock Holding History

BOK Financial’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 		$1.28M Buy
31,000
+6,000
+24% +$297K 0.02% 403
2026
Q1 		$1.19M Buy
+25,000
New +$1.44M 0.02% 397
2023
Q4 		– Sell
-6
Closed -$170 – 1307
2023
Q3 		$170 Buy
+6
New +$174 ﹤0.01% 1154

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

BOK Financial's STEP Position: Q2 2026 in Review

BOK Financial increased its StepStone Group (STEP) stake by 24% in Q2 2026, buying an estimated $297K and bringing the position to 31,000 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #403.

BOK Financial first reported a position in STEP in Q3 2023 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • BOK Financial held 31,000 shares of StepStone Group worth $1.28M as of Q2 2026.
  • BOK Financial bought 6,000 StepStone Group shares in Q2 2026, an estimated $297K.
  • StepStone Group made up 0.02% of BOK Financial's portfolio in Q2 2026, its #403 holding.
  • BOK Financial first reported a position in StepStone Group in Q3 2023 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.