Cetera Investment Advisers
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Cetera Investment Advisers’s StepStone Group STEP Stock Holding History

Cetera Investment Advisers’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
Q2 		$381K Buy
9,204
+885
+11% +$43.8K ﹤0.01% 3952
2026
Q1 		$397K Sell
8,319
-1,370
-14% -$79.1K ﹤0.01% 3727
2025
Q4 		$622K Buy
9,689
+161
+2% +$10.2K ﹤0.01% 3245
2025
Q3 		$622K Buy
9,528
+3,498
+58% +$213K ﹤0.01% 3204
2025
Q2 		$335K Buy
6,030
+535
+10% +$28.6K ﹤0.01% 3309
2025
Q1 		$287K Buy
5,495
+1,419
+35% +$83.5K ﹤0.01% 3302
2024
Q4 		$236K Sell
4,076
-2,131
-34% -$132K ﹤0.01% 3300
2024
Q3 		$353K Sell
6,207
-1,106
-15% -$56.4K ﹤0.01% 2932
2024
Q2 		$336K Sell
7,313
-3,387
-32% -$133K ﹤0.01% 2927
2024
Q1 		$382K Buy
+10,700
New +$362K ﹤0.01% 2820

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cetera Investment Advisers's STEP Position: Q2 2026 in Review

Cetera Investment Advisers increased its StepStone Group (STEP) stake by 11% in Q2 2026, buying an estimated $43.8K and bringing the position to 9,204 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

Cetera Investment Advisers first reported a position in STEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $622K in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Cetera Investment Advisers held 9,204 shares of StepStone Group worth $381K as of Q2 2026.
  • Cetera Investment Advisers bought 885 StepStone Group shares in Q2 2026, an estimated $43.8K.
  • StepStone Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3952 holding.
  • Cetera Investment Advisers first reported a position in StepStone Group in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's StepStone Group position peaked at $622K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.