UB
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UMB Bank’s StepStone Group STEP Stock Holding History

UMB Bank’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 		$10.2K Buy
246
+79
+47% +$3.91K ﹤0.01% 1932
2026
Q1 		$7.97K Sell
167
-215
-56% -$12.4K ﹤0.01% 1931
2025
Q4 		$24.5K Buy
382
+115
+43% +$7.27K ﹤0.01% 1489
2025
Q3 		$17.4K Buy
267
+62
+30% +$3.78K ﹤0.01% 1489
2025
Q2 		$11.4K Sell
205
-49
-19% -$2.62K ﹤0.01% 1564
2025
Q1 		$13.3K Buy
254
+90
+55% +$5.29K ﹤0.01% 1449
2024
Q4 		$9.49K Hold
164
– – ﹤0.01% 1487
2024
Q3 		$9.32K Buy
164
+113
+222% +$5.76K ﹤0.01% 1515
2024
Q2 		$2.34K Buy
+51
New +$2K ﹤0.01% 1716

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 $3.37T 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

UMB Bank's STEP Position: Q2 2026 in Review

UMB Bank increased its StepStone Group (STEP) stake by 47% in Q2 2026, buying an estimated $3.91K and bringing the position to 246 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

UMB Bank first reported a position in STEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.5K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • UMB Bank held 246 shares of StepStone Group worth $10.2K as of Q2 2026.
  • UMB Bank bought 79 StepStone Group shares in Q2 2026, an estimated $3.91K.
  • StepStone Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1932 holding.
  • UMB Bank first reported a position in StepStone Group in Q2 2024 and has held it in 9 quarters since.
  • UMB Bank's StepStone Group position peaked at $24.5K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.