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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
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

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T. Rowe Price Associates
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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Root Financial Partners's STEP Position: Q2 2026 in Review

Root Financial Partners sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 4 shares — an estimated $191 sold.

Root Financial Partners first reported a position in STEP in Q3 2025 and held it in 3 quarters. The position peaked at $191 in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Root Financial Partners reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 StepStone Group shares in Q2 2026, an estimated $191.
  • Root Financial Partners first reported a position in StepStone Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's StepStone Group position peaked at $191 in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.