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Advisory Services Network’s StepStone Group STEP Stock Holding History

Advisory Services Network’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
Q1 		$525 Buy
+11
New +$635 ﹤0.01% 4417
2025
Q4 		– Sell
-3
Closed -$196 – 3949
2025
Q3 		$196 Buy
+3
New +$183 ﹤0.01% 4222

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Services Network's STEP Position: Q1 2026 in Review

Advisory Services Network opened a new position in StepStone Group (STEP) in Q1 2026: 11 shares worth $525. The stake represents ﹤0.01% of the portfolio and ranks #4417 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in STEP as recently as Q3 2025.

Advisory Services Network first reported a position in STEP in Q3 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Advisory Services Network held 11 shares of StepStone Group worth $525 as of Q1 2026.
  • StepStone Group was a new Advisory Services Network position in Q1 2026.
  • StepStone Group made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4417 holding.
  • Advisory Services Network first reported a position in StepStone Group in Q3 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.