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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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. 37 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.
37 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.