Raymond James Financial
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Raymond James Financial’s StepStone Group STEP Stock Holding History

Raymond James 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 		$30.4M Buy
735,937
+1,933
+0.3% +$95.7K 0.01% 1268
2026
Q1 		$34.6M Sell
734,004
-67,576
-8% -$3.9M 0.01% 1091
2025
Q4 		$51.6M Buy
801,580
+47,213
+6% +$2.99M 0.02% 807
2025
Q3 		$49.3M Buy
754,367
+48,987
+7% +$2.99M 0.02% 818
2025
Q2 		$39.1M Buy
705,380
+5,249
+0.7% +$281K 0.01% 907
2025
Q1 		$36.6M Sell
700,131
-97,438
-12% -$5.73M 0.01% 897
2024
Q4 		$46.2M Buy
+797,569
New +$49.4M 0.02% 764

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 $3.38T AUM 44.17% 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

Raymond James Financial's STEP Position: Q2 2026 in Review

Raymond James Financial increased its StepStone Group (STEP) stake by 0.26% in Q2 2026, buying an estimated $95.7K and bringing the position to 735,937 shares worth $30.4M. The position accounts for 0.01% of the portfolio, ranked #1268.

Raymond James Financial first reported a position in STEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.6M in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Raymond James Financial held 735,937 shares of StepStone Group worth $30.4M as of Q2 2026.
  • Raymond James Financial bought 1,933 StepStone Group shares in Q2 2026, an estimated $95.7K.
  • StepStone Group made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1268 holding.
  • Raymond James Financial first reported a position in StepStone Group in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's StepStone Group position peaked at $51.6M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.