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IFP Advisors’s StepStone Group STEP Stock Holding History

IFP 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 		$3.27K Sell
79
-6
-7% -$297 ﹤0.01% 4016
2026
Q1 		$4.06K Buy
85
+79
+1,317% +$4.56K ﹤0.01% 3645
2025
Q4 		$385 Hold
6
– – ﹤0.01% 4346
2025
Q3 		$392 Buy
+6
New +$366 ﹤0.01% 4247
2025
Q2 		– Sell
-725
Closed -$38.8K – 2683
2025
Q1 		$38.7K Buy
725
+117
+19% +$6.88K ﹤0.01% 2014
2024
Q4 		$36.1K Buy
+608
New +$37.7K ﹤0.01% 1985
2023
Q1 		– Sell
-2
Closed -$1K – 4314
2022
Q4 		$1K Hold
2
– – ﹤0.01% 4478
2022
Q3 		$1K Hold
2
– – ﹤0.01% 4679
2022
Q2 		$1K Hold
2
– – ﹤0.01% 4449
2022
Q1 		$1K Hold
2
– – ﹤0.01% 4447
2021
Q4 		$1K Buy
+2
New +$88 ﹤0.01% 3118

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

IFP Advisors's STEP Position: Q2 2026 in Review

IFP Advisors reduced its StepStone Group (STEP) stake by 7.1% in Q2 2026, selling an estimated $297 and leaving 79 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4016.

IFP Advisors first reported a position in STEP in Q4 2021 and has held it in 11 quarters since. The position peaked at $38.7K in Q1 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • IFP Advisors held 79 shares of StepStone Group worth $3.27K as of Q2 2026.
  • IFP Advisors sold 6 StepStone Group shares in Q2 2026, an estimated $297.
  • StepStone Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4016 holding.
  • IFP Advisors first reported a position in StepStone Group in Q4 2021 and has held it in 11 quarters since.
  • IFP Advisors's StepStone Group position peaked at $38.7K in Q1 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.