Rockefeller Capital Management
STEP icon

Rockefeller Capital Management’s StepStone Group STEP Stock Holding History

Rockefeller Capital Management’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 		$14.7M Buy
307,710
+49,262
+19% +$2.85M 0.03% 537
2025
Q4 		$16.6M Buy
258,448
+51,125
+25% +$3.23M 0.03% 489
2025
Q3 		$13.5M Buy
207,323
+51,992
+33% +$3.17M 0.03% 536
2025
Q2 		$8.62M Buy
+155,331
New +$8.32M 0.02% 651
2022
Q3 		– Sell
-1,117
Closed -$29K – 4349
2022
Q2 		$29K Buy
+1,117
New +$30.4K ﹤0.01% 2538

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rockefeller Capital Management's STEP Position: Q1 2026 in Review

Rockefeller Capital Management increased its StepStone Group (STEP) stake by 19% in Q1 2026, buying an estimated $2.85M and bringing the position to 307,710 shares worth $14.7M. The position accounts for 0.03% of the portfolio, ranked #537.

Rockefeller Capital Management first reported a position in STEP in Q2 2022 and has held it in 5 quarters since. The position peaked at $16.6M in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Rockefeller Capital Management held 307,710 shares of StepStone Group worth $14.7M as of Q1 2026.
  • Rockefeller Capital Management bought 49,262 StepStone Group shares in Q1 2026, an estimated $2.85M.
  • StepStone Group made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #537 holding.
  • Rockefeller Capital Management first reported a position in StepStone Group in Q2 2022 and has held it in 5 quarters since.
  • Rockefeller Capital Management's StepStone Group position peaked at $16.6M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.