Position in STEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,402,606
+$1,437,620 QoQ
Shares Held
106,446
+71.3% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#78
of 273 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TRILLIUM ASSET MANAGEMENT, LLC holds $28,686,994 across 5 Asset Management names. STEP ranks #2 (15.3% of the industry book) .
All Filings in STEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,402,606 | 106,446 | Shares | Defined | 2026-08-11 | |
| 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. | ||||||