Franklin Resources
STEP icon

Franklin Resources’s StepStone Group STEP Stock Holding History

Franklin Resources’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 		$22.6M Sell
547,000
-430,423
-44% -$21.3M ﹤0.01% 971
2026
Q1 		$46.6M Sell
977,423
-205,368
-17% -$11.9M 0.01% 674
2025
Q4 		$75.9M Buy
1,182,791
+8,111
+0.7% +$513K 0.02% 508
2025
Q3 		$76.7M Buy
1,174,680
+51,694
+5% +$3.15M 0.02% 501
2025
Q2 		$62.3M Buy
1,122,986
+245,546
+28% +$13.1M 0.02% 556
2025
Q1 		$45.8M Buy
877,440
+5,722
+0.7% +$337K 0.01% 637
2024
Q4 		$50.5M Buy
871,718
+66,523
+8% +$4.12M 0.01% 615
2024
Q3 		$48.3M Buy
805,195
+85,904
+12% +$4.38M 0.01% 617
2024
Q2 		$33M Buy
719,291
+347,858
+94% +$13.7M 0.01% 685
2024
Q1 		$13.3M Buy
+371,433
New +$12.6M ﹤0.01% 987
2021
Q2 		– Sell
-23,794
Closed -$839K – 2070
2021
Q1 		$839K Sell
23,794
-313,936
-93% -$11.1M ﹤0.01% 1520
2020
Q4 		$13.4M Buy
337,730
+22,413
+7% +$650K 0.01% 905
2020
Q3 		$8.39M Buy
+315,317
New +$8.04M ﹤0.01% 948

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

Franklin Resources's STEP Position: Q2 2026 in Review

Franklin Resources reduced its StepStone Group (STEP) stake by 44% in Q2 2026, selling an estimated $21.3M and leaving 547,000 shares worth $22.6M. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Franklin Resources first reported a position in STEP in Q3 2020 and has held it in 13 quarters since. The position peaked at $76.7M in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Franklin Resources held 547,000 shares of StepStone Group worth $22.6M as of Q2 2026.
  • Franklin Resources sold 430,423 StepStone Group shares in Q2 2026, an estimated $21.3M.
  • StepStone Group made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #971 holding.
  • Franklin Resources first reported a position in StepStone Group in Q3 2020 and has held it in 13 quarters since.
  • Franklin Resources's StepStone Group position peaked at $76.7M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.