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
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

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

Farther Finance Advisors's STEP Position: Q2 2026 in Review

Farther Finance Advisors increased its StepStone Group (STEP) stake by 43% in Q2 2026, buying an estimated $82.1K and bringing the position to 5,490 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Farther Finance Advisors first reported a position in STEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $230K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Farther Finance Advisors held 5,490 shares of StepStone Group worth $227K as of Q2 2026.
  • Farther Finance Advisors bought 1,659 StepStone Group shares in Q2 2026, an estimated $82.1K.
  • StepStone Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2158 holding.
  • Farther Finance Advisors first reported a position in StepStone Group in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's StepStone Group position peaked at $230K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.