Mackenzie Financial
STEP icon

Mackenzie Financial’s StepStone Group STEP Stock Holding History

Mackenzie 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 		$2.12M Buy
51,219
+7,705
+18% +$381K ﹤0.01% 1040
2026
Q1 		$2.08M Buy
43,514
+39,142
+895% +$2.26M ﹤0.01% 919
2025
Q4 		$282K Sell
4,372
-37
-0.8% -$2.34K ﹤0.01% 1408
2025
Q3 		$288K Buy
4,409
+307
+7% +$18.7K ﹤0.01% 1433
2025
Q2 		$228K Hold
4,102
– – ﹤0.01% 1503
2025
Q1 		$214K Hold
4,102
– – ﹤0.01% 1493
2024
Q4 		$237K Buy
+4,102
New +$254K ﹤0.01% 1487

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

Mackenzie Financial's STEP Position: Q2 2026 in Review

Mackenzie Financial increased its StepStone Group (STEP) stake by 18% in Q2 2026, buying an estimated $381K and bringing the position to 51,219 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Mackenzie Financial first reported a position in STEP in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Mackenzie Financial held 51,219 shares of StepStone Group worth $2.12M as of Q2 2026.
  • Mackenzie Financial bought 7,705 StepStone Group shares in Q2 2026, an estimated $381K.
  • StepStone Group made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1040 holding.
  • Mackenzie Financial first reported a position in StepStone Group in Q4 2024 and has held it in 7 quarters since.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

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