Plante Moran Financial Advisors’s StepStone Group STEP Stock Holding History

Plante Moran Financial Advisors’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	$248	Buy	+6	New	+$297	﹤0.01%	1378

Other funds holding STEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Plante Moran Financial Advisors's STEP Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in StepStone Group (STEP) in Q2 2026: 6 shares worth $248. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings.

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

Plante Moran Financial Advisors held 6 shares of StepStone Group worth $248 as of Q2 2026.
StepStone Group was a new Plante Moran Financial Advisors position in Q2 2026.
StepStone Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1378 holding.
107 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.