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Larson Financial Group’s StepStone Group STEP Stock Holding History

Larson Financial Group’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 		$13.5K Hold
327
– – ﹤0.01% 2223
2026
Q1 		$15.6K Sell
327
-124
-27% -$7.16K ﹤0.01% 1982
2025
Q4 		$28.9K Buy
451
+119
+36% +$7.53K ﹤0.01% 1509
2025
Q3 		$21.7K Sell
332
-39
-11% -$2.38K ﹤0.01% 1606
2025
Q2 		$20.6K Buy
371
+334
+903% +$17.9K ﹤0.01% 1478
2025
Q1 		$1.93K Buy
+37
New +$2.18K ﹤0.01% 2176

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

Larson Financial Group's STEP Position: Q2 2026 in Review

Larson Financial Group held its StepStone Group (STEP) position steady in Q2 2026 at 327 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Larson Financial Group first reported a position in STEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.9K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Larson Financial Group held 327 shares of StepStone Group worth $13.5K as of Q2 2026.
  • Larson Financial Group left its StepStone Group share count unchanged in Q2 2026.
  • StepStone Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2223 holding.
  • Larson Financial Group first reported a position in StepStone Group in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's StepStone Group position peaked at $28.9K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.