KeyBank National Association’s StepStone Group STEP Stock Holding History

KeyBank National Association’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	$218K	Buy	5,280 +911	+21%	+$45.1K	﹤0.01%	1245
2026 Q1	$208K	Sell	4,369 -1,528	-26%	-$88.3K	﹤0.01%	1183
2025 Q4	$378K	Buy	5,897 +561	+11%	+$35.5K	﹤0.01%	928
2025 Q3	$348K	Buy	5,336 +1,148	+27%	+$70K	﹤0.01%	945
2025 Q2	$232K	Sell	4,188 -652	-13%	-$34.9K	﹤0.01%	1077
2025 Q1	$253K	Sell	4,840 -492	-9%	-$28.9K	﹤0.01%	1028
2024 Q4	$309K	Buy	5,332 +20	+0.4%	+$1.24K	﹤0.01%	985
2024 Q3	$302K	Buy	+5,312	New	+$271K	﹤0.01%	965

Other funds holding STEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

KeyBank National Association's STEP Position: Q2 2026 in Review

KeyBank National Association increased its StepStone Group (STEP) stake by 21% in Q2 2026, buying an estimated $45.1K and bringing the position to 5,280 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

KeyBank National Association first reported a position in STEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $378K in Q4 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

KeyBank National Association held 5,280 shares of StepStone Group worth $218K as of Q2 2026.
KeyBank National Association bought 911 StepStone Group shares in Q2 2026, an estimated $45.1K.
StepStone Group made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #1245 holding.
KeyBank National Association first reported a position in StepStone Group in Q3 2024 and has held it in 8 quarters since.
KeyBank National Association's StepStone Group position peaked at $378K in Q4 2025.
273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.