Farther Finance Advisors’s StepStone Group STEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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