Sound Income Strategies’s StepStone Group STEP Stock Holding History

Sound Income Strategies’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	-58	Closed	-$4.44K	–	2702
2025 Q4	$4.44K	Buy	+58	New	+$3.67K	﹤0.01%	1856

Other funds holding STEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sound Income Strategies's STEP Position: Q1 2026 in Review

Sound Income Strategies sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 58 shares — an estimated $4.44K sold.

Sound Income Strategies first reported a position in STEP in Q4 2025 and held it in 1 quarter. The position peaked at $4.44K in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

Sound Income Strategies reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 58 StepStone Group shares in Q1 2026, an estimated $4.44K.
Sound Income Strategies first reported a position in StepStone Group in Q4 2025 and held it in 1 quarter.
Sound Income Strategies's StepStone Group position peaked at $4.44K in Q4 2025.
263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.