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Moody National Bank Trust Division’s StepStone Group STEP Stock Holding History

Moody National Bank Trust Division’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 		– Sell
-16,683
Closed -$796K – 546
2026
Q1 		$796K Sell
16,683
-4,713
-22% -$272K 0.08% 260
2025
Q4 		$1.37M Buy
21,396
+86
+0.4% +$5.44K 0.13% 152
2025
Q3 		$1.39M Buy
+21,310
New +$1.3M 0.12% 185
2025
Q2 		– Sell
-24,003
Closed -$1.25M – 513
2025
Q1 		$1.25M Buy
24,003
+9,059
+61% +$533K 0.13% 176
2024
Q4 		$865K Buy
14,944
+144
+1% +$8.92K 0.09% 265
2024
Q3 		$841K Buy
+14,800
New +$754K 0.09% 256

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Moody National Bank Trust Division's STEP Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 16,683 shares — an estimated $796K sold.

Moody National Bank Trust Division first reported a position in STEP in Q3 2024 and held it in 6 quarters. The position peaked at $1.39M in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Moody National Bank Trust Division reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 16,683 StepStone Group shares in Q2 2026, an estimated $796K.
  • Moody National Bank Trust Division first reported a position in StepStone Group in Q3 2024 and held it in 6 quarters.
  • Moody National Bank Trust Division's StepStone Group position peaked at $1.39M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.