Summit Securities Group’s StepStone Group STEP Stock Holding History

Summit Securities Group’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	$55.4K	Buy	+1,340	New	+$66.3K	0.01%	567

Other funds holding STEP

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Summit Securities Group's STEP Position: Q2 2026 in Review

Summit Securities Group opened a new position in StepStone Group (STEP) in Q2 2026: 1,340 shares worth $55.4K. The stake represents 0.01% of the portfolio and ranks #567 among its holdings.

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

Summit Securities Group held 1,340 shares of StepStone Group worth $55.4K as of Q2 2026.
StepStone Group was a new Summit Securities Group position in Q2 2026.
StepStone Group made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #567 holding.
273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.