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Golden State Wealth Management’s StepStone Group STEP Stock Holding History

Golden State Wealth 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
-18
Closed -$1.16K – 1721
2025
Q4 		$1.16K Buy
+18
New +$1.14K ﹤0.01% 1491

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Millennium Management
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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

Golden State Wealth Management's STEP Position: Q1 2026 in Review

Golden State Wealth Management sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 18 shares — an estimated $1.16K sold.

Golden State Wealth Management first reported a position in STEP in Q4 2025 and held it in 1 quarter. The position peaked at $1.16K in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Golden State Wealth Management reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 18 StepStone Group shares in Q1 2026, an estimated $1.16K.
  • Golden State Wealth Management first reported a position in StepStone Group in Q4 2025 and held it in 1 quarter.
  • Golden State Wealth Management's StepStone Group position peaked at $1.16K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.