Raymond James Financial
STEP icon

Raymond James Financial’s StepStone Group STEP Stock Holding History

Raymond James Financial’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 		$34.6M Sell
734,004
-67,576
-8% -$3.9M 0.01% 1091
2025
Q4 		$51.6M Buy
801,580
+47,213
+6% +$2.99M 0.02% 807
2025
Q3 		$49.3M Buy
754,367
+48,987
+7% +$2.99M 0.02% 818
2025
Q2 		$39.1M Buy
705,380
+5,249
+0.7% +$281K 0.01% 907
2025
Q1 		$36.6M Sell
700,131
-97,438
-12% -$5.73M 0.01% 897
2024
Q4 		$46.2M Buy
+797,569
New +$49.4M 0.02% 764

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial's STEP Position: Q1 2026 in Review

Raymond James Financial reduced its StepStone Group (STEP) stake by 8.4% in Q1 2026, selling an estimated $3.9M and leaving 734,004 shares worth $34.6M. The position accounts for 0.01% of the portfolio, ranked #1091.

Raymond James Financial first reported a position in STEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.6M in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Raymond James Financial held 734,004 shares of StepStone Group worth $34.6M as of Q1 2026.
  • Raymond James Financial sold 67,576 StepStone Group shares in Q1 2026, an estimated $3.9M.
  • StepStone Group made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1091 holding.
  • Raymond James Financial first reported a position in StepStone Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's StepStone Group position peaked at $51.6M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

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