STEP β€” StepStone Group Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  6 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported StepStone Group Inc (STEP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows STEP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in StepStone Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STEP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held STEP β€” position size vs. price
% of Fund (quarterly)    STEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 73 +1 +1.4% 0.00% $3K 2026-04-13 $49.45
2025 Q4 UNCHANGED 72 β€” 0% 0.00% $5K 2026-01-07 $68.58
2025 Q3 UNCHANGED 72 β€” 0% 0.00% $5K 2025-10-22 $62.41
2025 Q2 REDUCED 72 -68 -48.6% 0.00% $4K 2025-07-09 $58.66
2025 Q1 ADDED 140 +122 +677.8% 0.00% $7K 2025-04-01 $52.49
2024 Q4 INITIATED 18 β€” β€” 0.00% $1K 2025-01-16 $59.25

FAQ About MassMutual Private Wealth & Trust, FSB and STEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning STEP?

MassMutual Private Wealth & Trust, FSB reported STEP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported STEP position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for STEP was 0.00% in 2025 Q1.

What is the latest reported STEP position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 73 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this STEP ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly STEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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