SAM
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Smartleaf Asset Management’s StepStone Group STEP Stock Holding History

Smartleaf Asset 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 		$8.56K Sell
184
-63
-26% -$3.64K ﹤0.01% 2403
2025
Q4 		$16K Buy
247
+113
+84% +$7.15K ﹤0.01% 2156
2025
Q3 		$8.92K Buy
134
+40
+43% +$2.44K ﹤0.01% 2165
2025
Q2 		$5.28K Sell
94
-82
-47% -$4.39K ﹤0.01% 2029
2025
Q1 		$9.12K Buy
176
+49
+39% +$2.88K ﹤0.01% 1961
2024
Q4 		$7.44K Buy
127
+56
+79% +$3.47K ﹤0.01% 2108
2024
Q3 		$4.07K Buy
71
+54
+318% +$2.75K ﹤0.01% 2215
2024
Q2 		$776 Buy
+17
New +$668 ﹤0.01% 2465

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PWA
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VPM
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VCM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return