LPL Financial
STEP icon

LPL Financial’s StepStone Group STEP Stock Holding History

LPL Financial’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 		$5.14M Buy
124,366
+108,817
+700% +$5.39M ﹤0.01% 2770
2026
Q1 		$742K Sell
15,549
-42,520
-73% -$2.46M ﹤0.01% 4423
2025
Q4 		$3.73M Buy
58,069
+41,563
+252% +$2.63M ﹤0.01% 2812
2025
Q3 		$1.08M Sell
16,506
-632
-4% -$38.6K ﹤0.01% 3929
2025
Q2 		$951K Sell
17,138
-4
-0% -$214 ﹤0.01% 3805
2025
Q1 		$895K Buy
17,142
+65
+0.4% +$3.82K ﹤0.01% 3652
2024
Q4 		$988K Buy
17,077
+20
+0.1% +$1.24K ﹤0.01% 3501
2024
Q3 		$969K Sell
17,057
-1,302
-7% -$66.3K ﹤0.01% 3439
2024
Q2 		$842K Sell
18,359
-3,501
-16% -$138K ﹤0.01% 3419
2024
Q1 		$781K Buy
21,860
+427
+2% +$14.4K ﹤0.01% 3410
2023
Q4 		$682K Buy
21,433
+1,506
+8% +$42.5K ﹤0.01% 3396
2023
Q3 		$629K Buy
19,927
+2,387
+14% +$69.3K ﹤0.01% 3289
2023
Q2 		$435K Buy
17,540
+1,972
+13% +$45.3K ﹤0.01% 3552
2023
Q1 		$378K Sell
15,568
-2,272
-13% -$62.1K ﹤0.01% 3561
2022
Q4 		$449K Sell
17,840
-1,034
-5% -$28.9K ﹤0.01% 3348
2022
Q3 		$463K Sell
18,874
-1,547
-8% -$42.1K ﹤0.01% 3226
2022
Q2 		$532K Sell
20,421
-2,086
-9% -$56.8K ﹤0.01% 3141
2022
Q1 		$744K Buy
22,507
+6,782
+43% +$234K ﹤0.01% 2866
2021
Q4 		$654K Buy
15,725
+6,730
+75% +$297K ﹤0.01% 3046
2021
Q3 		$384K Buy
8,995
+2,535
+39% +$112K ﹤0.01% 3446
2021
Q2 		$222K Buy
+6,460
New +$215K ﹤0.01% 3833

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

LPL Financial's STEP Position: Q2 2026 in Review

LPL Financial increased its StepStone Group (STEP) stake by 700% in Q2 2026, buying an estimated $5.39M and bringing the position to 124,366 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

LPL Financial first reported a position in STEP in Q2 2021 and has held it in 21 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • LPL Financial held 124,366 shares of StepStone Group worth $5.14M as of Q2 2026.
  • LPL Financial bought 108,817 StepStone Group shares in Q2 2026, an estimated $5.39M.
  • StepStone Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2770 holding.
  • LPL Financial first reported a position in StepStone Group in Q2 2021 and has held it in 21 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.