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Keating Financial Advisory Services’s StepStone Group STEP Stock Holding History

Keating Financial Advisory Services’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 		$1.45K Sell
35
-27
-44% -$1.34K ﹤0.01% 2049
2026
Q1 		$2.96K Buy
62
+58
+1,450% +$3.35K ﹤0.01% 1689
2025
Q4 		$257 Buy
+4
New +$253 ﹤0.01% 2042

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

Keating Financial Advisory Services's STEP Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its StepStone Group (STEP) stake by 44% in Q2 2026, selling an estimated $1.34K and leaving 35 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Keating Financial Advisory Services first reported a position in STEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.96K in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Keating Financial Advisory Services held 35 shares of StepStone Group worth $1.45K as of Q2 2026.
  • Keating Financial Advisory Services sold 27 StepStone Group shares in Q2 2026, an estimated $1.34K.
  • StepStone Group made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2049 holding.
  • Keating Financial Advisory Services first reported a position in StepStone Group in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's StepStone Group position peaked at $2.96K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.