Bank of Montreal’s StepStone Group STEP Stock Holding History

Bank of Montreal’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	$257K	Buy	5,381 +495	+10%	+$28.6K	﹤0.01%	2781
2025 Q4	$314K	Buy	4,886 +11	+0.2%	+$696	﹤0.01%	2562
2025 Q3	$318K	Sell	4,875 -5,852	-55%	-$357K	﹤0.01%	2498
2025 Q2	$595K	Buy	10,727 +971	+10%	+$52K	﹤0.01%	2182
2025 Q1	$510K	Buy	9,756 +2,530	+35%	+$149K	﹤0.01%	2184
2024 Q4	$418K	Buy	7,226 +1,125	+18%	+$69.7K	﹤0.01%	2338
2024 Q3	$349K	Buy	6,101 +1,201	+25%	+$61.2K	﹤0.01%	2663
2024 Q2	$226K	Buy	+4,900	New	+$193K	﹤0.01%	2916
2021 Q2	–	Sell	-574	Closed	-$21K	–	4811
2021 Q1	$21K	Sell	574 -2,573	-82%	-$90.6K	﹤0.01%	4043
2020 Q4	$116K	Buy	+3,147	New	+$91.2K	﹤0.01%	3507

Other funds holding STEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of Montreal increased its StepStone Group (STEP) stake by 10% in Q1 2026, buying an estimated $28.6K and bringing the position to 5,381 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Bank of Montreal first reported a position in STEP in Q4 2020 and has held it in 10 quarters since. The position peaked at $595K in Q2 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

Bank of Montreal held 5,381 shares of StepStone Group worth $257K as of Q1 2026.
Bank of Montreal bought 495 StepStone Group shares in Q1 2026, an estimated $28.6K.
StepStone Group made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2781 holding.
Bank of Montreal first reported a position in StepStone Group in Q4 2020 and has held it in 10 quarters since.
Bank of Montreal's StepStone Group position peaked at $595K in Q2 2025.
263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

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