CIBC Private Wealth Group
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CIBC Private Wealth Group’s StepStone Group STEP Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$57.7M Sell
899,550
-34,749
-4% -$2.2M 0.1% 169
2025
Q3 		$61M Sell
934,299
-2,897
-0.3% -$177K 0.1% 174
2025
Q2 		$52M Buy
937,196
+425,692
+83% +$22.8M 0.09% 190
2025
Q1 		$21.7M Sell
511,504
-897,585
-64% -$52.8M 0.05% 243
2024
Q4 		$85.5M Buy
1,409,089
+297,989
+27% +$18.5M 0.16% 137
2024
Q3 		$63.1M Buy
+1,111,100
New +$56.6M 0.11% 163

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's STEP Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its StepStone Group (STEP) stake by 3.7% in Q4 2025, selling an estimated $2.2M and leaving 899,550 shares worth $57.7M. The position accounts for 0.1% of the portfolio, ranked #169.

CIBC Private Wealth Group first reported a position in STEP in Q3 2024 and has held it in 6 quarters since. The position peaked at $85.5M in Q4 2024. 260 funds tracked by Wall St. Rank hold STEP as of Q4 2025.

  • CIBC Private Wealth Group held 899,550 shares of StepStone Group worth $57.7M as of Q4 2025.
  • CIBC Private Wealth Group sold 34,749 StepStone Group shares in Q4 2025, an estimated $2.2M.
  • StepStone Group made up 0.1% of CIBC Private Wealth Group's portfolio in Q4 2025, its #169 holding.
  • CIBC Private Wealth Group first reported a position in StepStone Group in Q3 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's StepStone Group position peaked at $85.5M in Q4 2024.
  • 260 funds tracked by Wall St. Rank held StepStone Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.