SPIA
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Steward Partners Investment Advisory’s StepStone Group STEP Stock Holding History

Steward Partners Investment Advisory’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 		$282K Buy
5,904
+5,377
+1,020% +$311K ﹤0.01% 1831
2025
Q4 		$33.8K Hold
527
– – ﹤0.01% 2887
2025
Q3 		$34.4K Buy
527
+410
+350% +$25K ﹤0.01% 2798
2025
Q2 		$6.49K Sell
117
-33
-22% -$1.77K ﹤0.01% 3387
2025
Q1 		$7.83K Sell
150
-311
-67% -$18.3K ﹤0.01% 3204
2024
Q4 		$26.7K Buy
+461
New +$28.6K ﹤0.01% 2640
2022
Q1 		– Sell
-35
Closed -$1K – 3371
2021
Q4 		$1K Sell
35
-125
-78% -$5.52K ﹤0.01% 3126
2021
Q3 		$7K Sell
160
-125
-44% -$5.53K ﹤0.01% 2724
2021
Q2 		$10K Buy
+285
New +$9.47K ﹤0.01% 6068

Other funds holding STEP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return