Root Financial Partners
STEP icon

Root Financial Partners’s StepStone Group STEP Stock Holding History

Root Financial Partners’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
Q3 		$3.65K Buy
+84
New +$3.91K ﹤0.01% 2350
2026
Q2 		– Sell
-4
Closed -$191 – 2820
2026
Q1 		$191 Buy
4
+2
+100% +$116 ﹤0.01% 3163
2025
Q4 		$128 Hold
2
– – ﹤0.01% 2316
2025
Q3 		$131 Buy
+2
New +$122 ﹤0.01% 2229

Other funds holding STEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Root Financial Partners's STEP Position: Q3 2026 in Review

Root Financial Partners opened a new position in StepStone Group (STEP) in Q3 2026: 84 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #2350 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STEP as recently as Q1 2026.

Root Financial Partners first reported a position in STEP in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • Root Financial Partners held 84 shares of StepStone Group worth $3.65K as of Q3 2026.
  • StepStone Group was a new Root Financial Partners position in Q3 2026.
  • StepStone Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2350 holding.
  • Root Financial Partners first reported a position in StepStone Group in Q3 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.