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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Root Financial Partners's STEP Position: Q1 2026 in Review

Root Financial Partners increased its StepStone Group (STEP) stake by 100% in Q1 2026, buying an estimated $116 and bringing the position to 4 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

Root Financial Partners first reported a position in STEP in Q3 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Root Financial Partners held 4 shares of StepStone Group worth $191 as of Q1 2026.
  • Root Financial Partners bought 2 StepStone Group shares in Q1 2026, an estimated $116.
  • StepStone Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3163 holding.
  • Root Financial Partners first reported a position in StepStone Group in Q3 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.