Position in STEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$192,826,737
-$66,471,078 QoQ
Shares Held
4,040,795
0.0% QoQ
Ownership
3.35%
of shares outstanding
% of Portfolio
32.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pitcairn Wealth Advisors LLC holds $1,857,491 across 3 Asset Management names.
All Filings in STEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,826,737 | 4,040,795 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $259,297,815 | 4,040,795 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||