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LRI Investments’s StepStone Group STEP Stock Holding History

LRI Investments’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 		$83 Buy
+2
New +$99 ﹤0.01% 1865

Other funds holding STEP

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LRI Investments's STEP Position: Q2 2026 in Review

LRI Investments opened a new position in StepStone Group (STEP) in Q2 2026: 2 shares worth $83. The stake represents ﹤0.01% of the portfolio and ranks #1865 among its holdings.

57 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • LRI Investments held 2 shares of StepStone Group worth $83 as of Q2 2026.
  • StepStone Group was a new LRI Investments position in Q2 2026.
  • StepStone Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1865 holding.
  • 57 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.