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Everence Capital Management’s StepStone Group STEP Stock Holding History

Everence Capital Management’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 		– Sell
-5,670
Closed -$364K – 891
2025
Q4 		$364K Hold
5,670
– – 0.02% 514
2025
Q3 		$370K Hold
5,670
– – 0.02% 508
2025
Q2 		$315K Hold
5,670
– – 0.02% 564
2025
Q1 		$296K Hold
5,670
– – 0.02% 570
2024
Q4 		$328K Sell
5,670
-430
-7% -$26.6K 0.02% 538
2024
Q3 		$347K Buy
+6,100
New +$311K 0.02% 533

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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Everence Capital Management's STEP Position: Q1 2026 in Review

Everence Capital Management sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 5,670 shares — an estimated $364K sold.

Everence Capital Management first reported a position in STEP in Q3 2024 and held it in 6 quarters. The position peaked at $370K in Q3 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Everence Capital Management reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Everence Capital Management sold 5,670 StepStone Group shares in Q1 2026, an estimated $364K.
  • Everence Capital Management first reported a position in StepStone Group in Q3 2024 and held it in 6 quarters.
  • Everence Capital Management's StepStone Group position peaked at $370K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.