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 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 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

Cetera Investment Advisers's STEP Position: Q1 2026 in Review

Cetera Investment Advisers reduced its StepStone Group (STEP) stake by 14% in Q1 2026, selling an estimated $79.1K and leaving 8,319 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #3727.

Cetera Investment Advisers first reported a position in STEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $622K in Q3 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

Cetera Investment Advisers held 8,319 shares of StepStone Group worth $397K as of Q1 2026.
Cetera Investment Advisers sold 1,370 StepStone Group shares in Q1 2026, an estimated $79.1K.
StepStone Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3727 holding.
Cetera Investment Advisers first reported a position in StepStone Group in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's StepStone Group position peaked at $622K in Q3 2025.
263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.