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
2026 Q1	–	Sell	-140	Closed	-$8.98K	–	2195
2025 Q4	$8.98K	Buy	+140	New	+$8.85K	﹤0.01%	1757

Other funds holding STEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SageView Advisory Group's STEP Position: Q1 2026 in Review

SageView Advisory Group sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 140 shares — an estimated $8.98K sold.

SageView Advisory Group first reported a position in STEP in Q4 2025 and held it in 1 quarter. The position peaked at $8.98K in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

SageView Advisory Group reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 140 StepStone Group shares in Q1 2026, an estimated $8.98K.
SageView Advisory Group first reported a position in StepStone Group in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's StepStone Group position peaked at $8.98K in Q4 2025.
263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.