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SageView Advisory Group’s StepStone Group STEP Stock Holding History

SageView Advisory Group’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
2025
Q4 		$8.98K Buy
+140
New +$8.85K ﹤0.01% 1757

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SageView Advisory Group's STEP Position: Q4 2025 in Review

SageView Advisory Group opened a new position in StepStone Group (STEP) in Q4 2025: 140 shares worth $8.98K. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings.

260 funds tracked by Wall St. Rank hold STEP as of Q4 2025.

  • SageView Advisory Group held 140 shares of StepStone Group worth $8.98K as of Q4 2025.
  • StepStone Group was a new SageView Advisory Group position in Q4 2025.
  • StepStone Group made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1757 holding.
  • 260 funds tracked by Wall St. Rank held StepStone Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.