Bank of America
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Bank of America’s StepStone Group STEP Stock Holding History

Bank of America’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 		$19.8M Buy
414,722
+144,752
+54% +$8.36M ﹤0.01% 2400
2025
Q4 		$17.3M Sell
269,970
-18,093
-6% -$1.14M ﹤0.01% 2418
2025
Q3 		$18.8M Sell
288,063
-27,743
-9% -$1.69M ﹤0.01% 2673
2025
Q2 		$17.5M Buy
315,806
+33,747
+12% +$1.81M ﹤0.01% 2694
2025
Q1 		$14.7M Buy
282,059
+10,984
+4% +$646K ﹤0.01% 2771
2024
Q4 		$15.7M Sell
271,075
-36,618
-12% -$2.27M ﹤0.01% 2523
2024
Q3 		$17.5M Sell
307,693
-87,402
-22% -$4.45M ﹤0.01% 2536
2024
Q2 		$18.1M Buy
395,095
+29,187
+8% +$1.15M ﹤0.01% 2355
2024
Q1 		$13.1M Buy
365,908
+116,781
+47% +$3.95M ﹤0.01% 2694
2023
Q4 		$7.93M Sell
249,127
-95,222
-28% -$2.69M ﹤0.01% 3128
2023
Q3 		$10.9M Buy
344,349
+78,580
+30% +$2.28M ﹤0.01% 2636
2023
Q2 		$6.59M Sell
265,769
-32,862
-11% -$755K ﹤0.01% 3124
2023
Q1 		$7.25M Buy
298,631
+8,763
+3% +$239K ﹤0.01% 3149
2022
Q4 		$7.3M Sell
289,868
-23,752
-8% -$664K ﹤0.01% 2994
2022
Q3 		$7.69M Sell
313,620
-56,415
-15% -$1.54M ﹤0.01% 2891
2022
Q2 		$9.63M Sell
370,035
-41,663
-10% -$1.13M ﹤0.01% 2740
2022
Q1 		$13.6M Buy
411,698
+39,402
+11% +$1.36M ﹤0.01% 2560
2021
Q4 		$15.5M Buy
372,296
+122,509
+49% +$5.41M ﹤0.01% 2475
2021
Q3 		$10.7M Buy
249,787
+28,667
+13% +$1.27M ﹤0.01% 2791
2021
Q2 		$7.61M Buy
221,120
+11,027
+5% +$367K ﹤0.01% 3096
2021
Q1 		$7.41M Buy
210,093
+118,382
+129% +$4.17M ﹤0.01% 3007
2020
Q4 		$3.65M Buy
91,711
+72,683
+382% +$2.11M ﹤0.01% 3420
2020
Q3 		$506K Buy
+19,028
New +$485K ﹤0.01% 4704

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

Bank of America's STEP Position: Q1 2026 in Review

Bank of America increased its StepStone Group (STEP) stake by 54% in Q1 2026, buying an estimated $8.36M and bringing the position to 414,722 shares worth $19.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Bank of America first reported a position in STEP in Q3 2020 and has held it in 23 quarters since. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Bank of America held 414,722 shares of StepStone Group worth $19.8M as of Q1 2026.
  • Bank of America bought 144,752 StepStone Group shares in Q1 2026, an estimated $8.36M.
  • StepStone Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2400 holding.
  • Bank of America first reported a position in StepStone Group in Q3 2020 and has held it in 23 quarters since.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.