Lindbrook Capital’s StepStone Group STEP Stock Holding History

Lindbrook Capital’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
2025 Q1	$10.6K	Hold	203	–	–	﹤0.01%	1625
2024 Q4	$11.8K	Hold	203	–	–	﹤0.01%	1575
2024 Q3	$11.5K	Hold	203	–	–	﹤0.01%	1592
2024 Q2	$9.32K	Sell	203 -59	-23%	-$2.32K	﹤0.01%	1663
2024 Q1	$9.36K	Buy	262 +119	+83%	+$4.03K	﹤0.01%	1612
2023 Q4	$4.55K	Sell	143 -1	-0.7%	-$28	﹤0.01%	1930
2023 Q3	$4.55K	Buy	144 +19	+15%	+$551	﹤0.01%	1810
2023 Q2	$3.1K	Buy	125 +88	+238%	+$2.02K	﹤0.01%	1991
2023 Q1	$898	Buy	37 +11	+42%	+$301	﹤0.01%	2479
2022 Q4	$655	Sell	26 -31	-54%	-$867	﹤0.01%	2538
2022 Q3	$1K	Buy	57 +39	+217%	+$1.06K	﹤0.01%	2493
2022 Q2	$0	Buy	+18	New	+$490	﹤0.01%	2756

Other funds holding STEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lindbrook Capital's STEP Position: Q1 2025 in Review

Lindbrook Capital held its StepStone Group (STEP) position steady in Q1 2025 at 203 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Lindbrook Capital first reported a position in STEP in Q2 2022 and has held it in 12 quarters since. The position peaked at $11.8K in Q4 2024. 237 funds tracked by Wall St. Rank hold STEP as of Q1 2025.

Lindbrook Capital held 203 shares of StepStone Group worth $10.6K as of Q1 2025.
Lindbrook Capital left its StepStone Group share count unchanged in Q1 2025.
StepStone Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1625 holding.
Lindbrook Capital first reported a position in StepStone Group in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's StepStone Group position peaked at $11.8K in Q4 2024.
237 funds tracked by Wall St. Rank held StepStone Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.