Massachusetts Financial Services
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Massachusetts Financial Services’s StepStone Group STEP Stock Holding History

Massachusetts Financial Services’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
-461,037
Closed -$29.6M – 990
2025
Q4 		$29.6M Sell
461,037
-506,763
-52% -$32M 0.01% 578
2025
Q3 		$63.2M Buy
967,800
+25,559
+3% +$1.56M 0.02% 433
2025
Q2 		$52.3M Buy
942,241
+156,020
+20% +$8.35M 0.02% 465
2025
Q1 		$41.1M Buy
786,221
+227,483
+41% +$13.4M 0.01% 488
2024
Q4 		$32.3M Buy
+558,738
New +$34.6M 0.01% 529
2020
Q4 		– Sell
-396,991
Closed -$10.6M – 921
2020
Q3 		$10.6M Buy
+396,991
New +$10.1M ﹤0.01% 629

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

Massachusetts Financial Services's STEP Position: Q1 2026 in Review

Massachusetts Financial Services sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 461,037 shares — an estimated $29.6M sold.

Massachusetts Financial Services first reported a position in STEP in Q3 2020 and held it in 6 quarters. The position peaked at $63.2M in Q3 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Massachusetts Financial Services reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 461,037 StepStone Group shares in Q1 2026, an estimated $29.6M.
  • Massachusetts Financial Services first reported a position in StepStone Group in Q3 2020 and held it in 6 quarters.
  • Massachusetts Financial Services's StepStone Group position peaked at $63.2M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.