SouthState Corp’s StepStone Group STEP Stock Holding History

SouthState Corp’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	-50	Closed	-$3.21K	–	1381
2025 Q4	$3.21K	Buy	50 +39	+355%	+$2.47K	﹤0.01%	890
2025 Q3	$719	Hold	11	–	–	﹤0.01%	1158
2025 Q2	$611	Buy	+11	New	+$589	﹤0.01%	1388

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 $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SouthState Corp's STEP Position: Q1 2026 in Review

SouthState Corp sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 50 shares — an estimated $3.21K sold.

SouthState Corp first reported a position in STEP in Q2 2025 and held it in 3 quarters. The position peaked at $3.21K in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

SouthState Corp reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
SouthState Corp sold 50 StepStone Group shares in Q1 2026, an estimated $3.21K.
SouthState Corp first reported a position in StepStone Group in Q2 2025 and held it in 3 quarters.
SouthState Corp's StepStone Group position peaked at $3.21K in Q4 2025.
263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.