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Turning Point Benefit Group’s StepStone Group STEP Stock Holding History

Turning Point Benefit Group’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
-1
Closed -$64 – 698
2025
Q4 		$64 Hold
1
– – ﹤0.01% 823
2025
Q3 		$64 Buy
+1
New +$61 ﹤0.01% 739

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

Turning Point Benefit Group's STEP Position: Q1 2026 in Review

Turning Point Benefit Group sold out of StepStone Group (STEP) in Q1 2026, closing a stake of 1 share — an estimated $64 sold.

Turning Point Benefit Group first reported a position in STEP in Q3 2025 and held it in 2 quarters. The position peaked at $64 in Q4 2025. 263 funds tracked by Wall St. Rank hold STEP as of Q1 2026.

  • Turning Point Benefit Group reported no remaining StepStone Group position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 1 StepStone Group share in Q1 2026, an estimated $64.
  • Turning Point Benefit Group first reported a position in StepStone Group in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's StepStone Group position peaked at $64 in Q4 2025.
  • 263 funds tracked by Wall St. Rank held StepStone Group as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.