Position in STEP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,964,986
-$1,427,963 QoQ
Shares Held
62,133
-9.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 95.58527674504693.ToString("F0")%
Shared 0.ToString("F0")%
None 4.414723254953085.ToString("F0")%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026TRILLIUM ASSET MANAGEMENT, LLC holds $27,145,277 across 5 Asset Management names. STEP ranks #3 (10.9% of the industry book) .
All Filings in STEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,964,986 | 62,133 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,392,949 | 68,458 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,353,852 | 81,976 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||