FFA
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Farther Finance Advisors’s StepStone Group STEP Stock Holding History

Farther Finance Advisors’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
Q3 		$312K Buy
7,187
+1,697
+31% +$79K ﹤0.01% 1948
2026
Q2 		$227K Buy
5,490
+1,659
+43% +$82.1K ﹤0.01% 2158
2026
Q1 		$180K Buy
3,831
+246
+7% +$14.2K ﹤0.01% 2085
2025
Q4 		$230K Buy
3,585
+2,949
+464% +$186K ﹤0.01% 1821
2025
Q3 		$41.6K Buy
636
+25
+4% +$1.52K ﹤0.01% 2554
2025
Q2 		$33.9K Sell
611
-127
-17% -$6.8K ﹤0.01% 2343
2025
Q1 		$39.8K Buy
738
+164
+29% +$9.65K ﹤0.01% 2010
2024
Q4 		$33.2K Buy
574
+2
+0.3% +$124 ﹤0.01% 1859
2024
Q3 		$32.5K Buy
572
+11
+2% +$560 ﹤0.01% 1858
2024
Q2 		$25.6K Buy
561
+57
+11% +$2.24K ﹤0.01% 1694
2024
Q1 		$17.5K Sell
504
-2
-0.4% -$68 ﹤0.01% 1537
2023
Q4 		$16.1K Buy
506
+81
+19% +$2.29K ﹤0.01% 1405
2023
Q3 		$13.4K Buy
425
+12
+3% +$348 ﹤0.01% 1203
2023
Q2 		$10.2K Sell
413
-48
-10% -$1.1K ﹤0.01% 1184
2023
Q1 		$11.2K Buy
461
+257
+126% +$7.02K ﹤0.01% 1075
2022
Q4 		$5.15K Buy
+204
New +$5.7K ﹤0.01% 1164

Other funds holding STEP

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's STEP Position: Q3 2026 in Review

Farther Finance Advisors increased its StepStone Group (STEP) stake by 31% in Q3 2026, buying an estimated $79K and bringing the position to 7,187 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Farther Finance Advisors first reported a position in STEP in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • Farther Finance Advisors held 7,187 shares of StepStone Group worth $312K as of Q3 2026.
  • Farther Finance Advisors bought 1,697 StepStone Group shares in Q3 2026, an estimated $79K.
  • StepStone Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1948 holding.
  • Farther Finance Advisors first reported a position in StepStone Group in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.