Position in STEP
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$57,724,123
-$3,294,943 QoQ
Shares Held
899,550
-3.7% QoQ
Ownership
0.745%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $1,546,946,010 across 152 Asset Management names. STEP ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,004,273 | $617,218,639 | |
| 2 | BLK |
BlackRock, Inc.
|
258,817 | $277,022,187 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
3,735,465 | $171,420,488 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
7,925,890 | $118,412,795 | |
| 5 | AMP |
Ameriprise Financial Inc
|
195,476 | $95,849,701 | |
| 6 | ARES |
Ares Management Corp
|
545,278 | $88,133,282 | |
| 7 | STEP |
StepStone Group Inc.
This page
|
899,550 | $57,724,123 | |
| 8 | IVZ |
Invesco Ltd.
|
1,846,294 | $41,510,864 |
All Filings in STEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $57,724,123 | 899,550 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $61,019,066 | 934,299 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $52,014,378 | 937,196 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $26,715,853 | 511,504 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $81,558,070 | 1,409,089 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $63,143,812 | 1,111,100 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||