SVB Wealth’s StepStone Group STEP Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-33	Closed	-$1.72K	–	1482
2025 Q1	$1.72K	Buy	+33	New	+$1.94K	﹤0.01%	1265

Other funds holding STEP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SVB Wealth's STEP Position: Q2 2025 in Review

SVB Wealth sold out of StepStone Group (STEP) in Q2 2025, closing a stake of 33 shares — an estimated $1.72K sold.

SVB Wealth first reported a position in STEP in Q1 2025 and held it in 1 quarter. The position peaked at $1.72K in Q1 2025. 268 funds tracked by Wall St. Rank hold STEP as of Q2 2025.

SVB Wealth reported no remaining StepStone Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 33 StepStone Group shares in Q2 2025, an estimated $1.72K.
SVB Wealth first reported a position in StepStone Group in Q1 2025 and held it in 1 quarter.
SVB Wealth's StepStone Group position peaked at $1.72K in Q1 2025.
268 funds tracked by Wall St. Rank held StepStone Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.