IA
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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
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 – 4316
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 $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return