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IBEX Wealth Advisors’s StepStone Group STEP Stock Holding History

IBEX Wealth 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 		$5.04M Buy
+121,785
New +$6.03M 0.39% 73
2025
Q4 		– Sell
-6,869
Closed -$449K – 190
2025
Q3 		$449K Buy
+6,869
New +$419K 0.04% 162

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

IBEX Wealth Advisors's STEP Position: Q2 2026 in Review

IBEX Wealth Advisors opened a new position in StepStone Group (STEP) in Q2 2026: 121,785 shares worth $5.04M. The stake represents 0.39% of the portfolio and ranks #73 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in STEP as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in STEP in Q3 2025 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • IBEX Wealth Advisors held 121,785 shares of StepStone Group worth $5.04M as of Q2 2026.
  • StepStone Group was a new IBEX Wealth Advisors position in Q2 2026.
  • StepStone Group made up 0.39% of IBEX Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • IBEX Wealth Advisors first reported a position in StepStone Group in Q3 2025 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.