Barclays
STEP icon

Barclays’s StepStone Group STEP Stock Holding History

Barclays’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 		$4.1M Sell
85,864
-31,233
-27% -$1.8M ﹤0.01% 1938
2025
Q4 		$7.51M Buy
117,097
+6,085
+5% +$385K ﹤0.01% 1903
2025
Q3 		$7.25M Sell
111,012
-84,843
-43% -$5.18M ﹤0.01% 1926
2025
Q2 		$10.9M Buy
195,855
+100,754
+106% +$5.39M ﹤0.01% 1520
2025
Q1 		$4.97M Sell
95,101
-36,119
-28% -$2.12M ﹤0.01% 1921
2024
Q4 		$7.6M Buy
131,220
+19,201
+17% +$1.19M ﹤0.01% 1793
2024
Q3 		$6.37M Buy
112,019
+88,095
+368% +$4.49M ﹤0.01% 1855
2024
Q2 		$1.1M Sell
23,924
-31,126
-57% -$1.22M ﹤0.01% 2545
2024
Q1 		$1.97M Sell
55,050
-35,402
-39% -$1.2M ﹤0.01% 2583
2023
Q4 		$2.88M Buy
90,452
+66,383
+276% +$1.88M ﹤0.01% 2608
2023
Q3 		$760K Sell
24,069
-4,290
-15% -$124K ﹤0.01% 2534
2023
Q2 		$704K Sell
28,359
-14,880
-34% -$342K ﹤0.01% 2540
2023
Q1 		$1.05M Buy
43,239
+25,062
+138% +$685K ﹤0.01% 2694
2022
Q4 		$458K Buy
18,177
+12,539
+222% +$351K ﹤0.01% 3369
2022
Q3 		$138K Sell
5,638
-386
-6% -$10.5K ﹤0.01% 3388
2022
Q2 		$157K Sell
6,024
-5,188
-46% -$141K ﹤0.01% 3563
2022
Q1 		$370K Buy
+11,212
New +$386K ﹤0.01% 3084

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