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Steward Partners Investment Advisory’s GCM Grosvenor GCMG Stock Holding History

Steward Partners Investment Advisory’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,297
Closed -$88.1K – 4376
2025
Q3 		$88.1K Buy
+7,297
New +$90.4K ﹤0.01% 2300
2025
Q2 		– Sell
-7,113
Closed -$94.1K – 4175
2025
Q1 		$94.1K Buy
+7,113
New +$95.1K ﹤0.01% 2049

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steward Partners Investment Advisory's GCMG Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of GCM Grosvenor (GCMG) in Q4 2025, closing a stake of 7,297 shares — an estimated $88.1K sold.

Steward Partners Investment Advisory first reported a position in GCMG in Q1 2025 and held it in 2 quarters. The position peaked at $94.1K in Q1 2025. 154 funds tracked by Wall St. Rank hold GCMG as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining GCM Grosvenor position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 7,297 GCM Grosvenor shares in Q4 2025, an estimated $88.1K.
  • Steward Partners Investment Advisory first reported a position in GCM Grosvenor in Q1 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's GCM Grosvenor position peaked at $94.1K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held GCM Grosvenor as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.