TD Asset Management
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TD Asset Management’s StepStone Group STEP Stock Holding History

TD Asset Management’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
-14,848
Closed -$953K – 1296
2025
Q4 		$953K Sell
14,848
-19,256
-56% -$1.22M ﹤0.01% 1101
2025
Q3 		$2.23M Sell
34,104
-15,680
-31% -$957K ﹤0.01% 940
2025
Q2 		$2.76M Buy
49,784
+12,972
+35% +$694K ﹤0.01% 869
2025
Q1 		$1.92M Buy
36,812
+4,938
+15% +$290K ﹤0.01% 974
2024
Q4 		$1.84M Buy
31,874
+2,454
+8% +$152K ﹤0.01% 1032
2024
Q3 		$1.69M Sell
29,420
-10,812
-27% -$551K ﹤0.01% 1087
2024
Q2 		$1.85M Sell
40,232
-18,756
-32% -$737K ﹤0.01% 1026
2024
Q1 		$2.11M Hold
58,988
– – ﹤0.01% 1007
2023
Q4 		$1.88M Sell
58,988
-6,000
-9% -$169K ﹤0.01% 1027
2023
Q3 		$2.05M Sell
64,988
-7,600
-10% -$221K ﹤0.01% 948
2023
Q2 		$1.8M Sell
72,588
-2,800
-4% -$64.3K ﹤0.01% 991
2023
Q1 		$1.83M Sell
75,388
-800
-1% -$21.9K ﹤0.01% 1007
2022
Q4 		$1.92M Hold
76,188
– – ﹤0.01% 1001
2022
Q3 		$1.9M Sell
76,188
-5,182
-6% -$141K ﹤0.01% 1016
2022
Q2 		$2.12M Hold
81,370
– – ﹤0.01% 993
2022
Q1 		$2.69M Sell
81,370
-24,188
-23% -$833K ﹤0.01% 995
2021
Q4 		$4.39M Buy
105,558
+53,429
+102% +$2.36M ﹤0.01% 904
2021
Q3 		$2.22M Hold
52,129
– – ﹤0.01% 1057
2021
Q2 		$2.37M Sell
52,129
-6,268
-11% -$208K ﹤0.01% 1045
2021
Q1 		$2.06M Buy
58,397
+5,154
+10% +$181K ﹤0.01% 1094
2020
Q4 		$2.12M Buy
53,243
+5,300
+11% +$154K ﹤0.01% 1021
2020
Q3 		$1.28M Buy
+47,943
New +$1.22M ﹤0.01% 1034

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M 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 $2.22T AUM
VCM
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 $618B AUM 30.34% 1-Year Est. Return

TD Asset Management's STEP Position: Q1 2026 in Review

TD Asset Management sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 14,848 shares — an estimated $953K sold.

TD Asset Management first reported a position in STEP in Q3 2020 and held it in 22 quarters. The position peaked at $4.39M in Q4 2021. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • TD Asset Management reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • TD Asset Management sold 14,848 StepStone Group shares in Q1 2026, an estimated $953K.
  • TD Asset Management first reported a position in StepStone Group in Q3 2020 and held it in 22 quarters.
  • TD Asset Management's StepStone Group position peaked at $4.39M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.