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
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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $618B AUM 30.34% 1-Year Est. Return

LPL Financial's STEP Position: Q1 2026 in Review

LPL Financial reduced its StepStone Group (STEP) stake by 73% in Q1 2026, selling an estimated $2.46M and leaving 15,549 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #4423.

LPL Financial first reported a position in STEP in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • LPL Financial held 15,549 shares of StepStone Group worth $742K as of Q1 2026.
  • LPL Financial sold 42,520 StepStone Group shares in Q1 2026, an estimated $2.46M.
  • StepStone Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4423 holding.
  • LPL Financial first reported a position in StepStone Group in Q2 2021 and has held it in 20 quarters since.
  • LPL Financial's StepStone Group position peaked at $3.73M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.