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Farmers & Merchants Investments Inc’s StepStone Group STEP Stock Holding History

Farmers & Merchants Investments Inc’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 		$1.53K Hold
37
– – ﹤0.01% 1394
2026
Q1 		$1.77K Hold
37
– – ﹤0.01% 1296
2025
Q4 		$2.37K Hold
37
– – ﹤0.01% 1180
2025
Q3 		$2.42K Hold
37
– – ﹤0.01% 1200
2025
Q2 		$2.05K Hold
37
– – ﹤0.01% 1216
2025
Q1 		$1.93K Buy
+37
New +$2.18K ﹤0.01% 1233

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Farmers & Merchants Investments Inc's STEP Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its StepStone Group (STEP) position steady in Q2 2026 at 37 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Farmers & Merchants Investments Inc first reported a position in STEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.42K in Q3 2025. 97 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Farmers & Merchants Investments Inc held 37 shares of StepStone Group worth $1.53K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its StepStone Group share count unchanged in Q2 2026.
  • StepStone Group made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1394 holding.
  • Farmers & Merchants Investments Inc first reported a position in StepStone Group in Q1 2025 and has held it in 6 quarters since.
  • Farmers & Merchants Investments Inc's StepStone Group position peaked at $2.42K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.