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Pinnacle Wealth Planning Services’s StepStone Group STEP Stock Holding History

Pinnacle Wealth Planning Services’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 		$16K Buy
387
+75
+24% +$3.71K ﹤0.01% 1872
2026
Q1 		$14.9K Sell
312
-961
-75% -$55.5K ﹤0.01% 1832
2025
Q4 		$81.7K Buy
+1,273
New +$80.5K 0.01% 897

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

Pinnacle Wealth Planning Services's STEP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its StepStone Group (STEP) stake by 24% in Q2 2026, buying an estimated $3.71K and bringing the position to 387 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Pinnacle Wealth Planning Services first reported a position in STEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $81.7K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 387 shares of StepStone Group worth $16K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 75 StepStone Group shares in Q2 2026, an estimated $3.71K.
  • StepStone Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1872 holding.
  • Pinnacle Wealth Planning Services first reported a position in StepStone Group in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's StepStone Group position peaked at $81.7K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.