BAMCO Inc
STEP icon

BAMCO Inc’s StepStone Group STEP Stock Holding History

BAMCO Inc’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 		$39.6M Buy
830,574
+100,017
+14% +$5.78M 0.12% 143
2025
Q4 		$46.9M Buy
730,557
+132,267
+22% +$8.36M 0.13% 140
2025
Q3 		$39.1M Buy
598,290
+457,775
+326% +$27.9M 0.1% 165
2025
Q2 		$7.8M Hold
140,515
– – 0.02% 231
2025
Q1 		$7.34M Hold
140,515
– – 0.02% 245
2024
Q4 		$8.13M Sell
140,515
-25,188
-15% -$1.56M 0.02% 237
2024
Q3 		$9.42M Hold
165,703
– – 0.03% 240
2024
Q2 		$7.6M Hold
165,703
– – 0.02% 242
2024
Q1 		$5.92M Hold
165,703
– – 0.02% 259
2023
Q4 		$5.27M Buy
165,703
+22,954
+16% +$648K 0.01% 261
2023
Q3 		$4.51M Buy
142,749
+29,717
+26% +$862K 0.01% 263
2023
Q2 		$2.8M Buy
113,032
+33,332
+42% +$765K 0.01% 284
2023
Q1 		$1.93M Buy
+79,700
New +$2.18M 0.01% 300

Other funds holding STEP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $141B AUM 30.34% 1-Year Est. Return