SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in STEP — StepStone Group Inc.
CIK 1531593
NEW YORK, NY
Position in STEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$55,422
New position
Shares Held
1,340
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#200
of 269 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $2,831,212 across 24 Asset Management names. STEP ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
|
14,892 | $1,657,628 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
8,000 | $340,720 | |
| 3 | BEN |
Franklin Resources Inc
|
8,574 | $285,256 | |
| 4 | KKR |
KKR & Co. Inc.
|
1,132 | $103,894 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
1,400 | $72,730 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
6,845 | $59,893 | |
| 7 | STEP |
StepStone Group Inc.
This page
|
1,340 | $55,422 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
8,608 | $37,875 |
All Filings in STEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,422 | 1,340 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||