SS
STEP icon

Sunbelt Securities’s StepStone Group STEP Stock Holding History

Sunbelt Securities’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 		$525 Buy
+11
New +$635 ﹤0.01% 2278

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sunbelt Securities's STEP Position: Q1 2026 in Review

Sunbelt Securities opened a new position in StepStone Group (STEP) in Q1 2026: 11 shares worth $525. The stake represents ﹤0.01% of the portfolio and ranks #2278 among its holdings.

263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Sunbelt Securities held 11 shares of StepStone Group worth $525 as of Q1 2026.
  • StepStone Group was a new Sunbelt Securities position in Q1 2026.
  • StepStone Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2278 holding.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.