WhitTier Trust Company’s StepStone Group STEP Stock Holding History

WhitTier Trust Company’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	$34.3K	Buy	799 +19	+2%	+$940	﹤0.01%	816
2026 Q1	$36.6K	Hold	780	–	–	﹤0.01%	784
2025 Q4	$55.1K	Sell	780 -15	-2%	-$949	﹤0.01%	697
2025 Q3	$53.2K	Buy	795 +52	+7%	+$3.17K	﹤0.01%	678
2025 Q2	$41.2K	Hold	743	–	–	﹤0.01%	830
2025 Q1	$38.8K	Hold	743	–	–	﹤0.01%	830
2024 Q4	$43K	Hold	743	–	–	﹤0.01%	783
2024 Q3	$42.2K	Hold	743	–	–	﹤0.01%	786
2024 Q2	$34.1K	Hold	743	–	–	﹤0.01%	783
2024 Q1	$26.5K	Hold	743	–	–	﹤0.01%	805
2023 Q4	$23.6K	Hold	743	–	–	﹤0.01%	805
2023 Q3	$23.5K	Hold	743	–	–	﹤0.01%	793
2023 Q2	$18.4K	Hold	743	–	–	﹤0.01%	868
2023 Q1	$18K	Hold	743	–	–	﹤0.01%	858
2022 Q4	$18.7K	Hold	743	–	–	﹤0.01%	850
2022 Q3	$18K	Hold	743	–	–	﹤0.01%	831
2022 Q2	$19K	Hold	743	–	–	﹤0.01%	827
2022 Q1	$25K	Buy	+743	New	+$25.6K	﹤0.01%	778

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

WhitTier Trust Company's STEP Position: Q2 2026 in Review

WhitTier Trust Company increased its StepStone Group (STEP) stake by 2.4% in Q2 2026, buying an estimated $940 and bringing the position to 799 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

WhitTier Trust Company first reported a position in STEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $55.1K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

WhitTier Trust Company held 799 shares of StepStone Group worth $34.3K as of Q2 2026.
WhitTier Trust Company bought 19 StepStone Group shares in Q2 2026, an estimated $940.
StepStone Group made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #816 holding.
WhitTier Trust Company first reported a position in StepStone Group in Q1 2022 and has held it in 18 quarters since.
WhitTier Trust Company's StepStone Group position peaked at $55.1K in Q4 2025.
273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.