Stepstone Private Markets-IXPMIX

13F holders, Q4 2025 (December 31)
2holders +1
1new positions
0sold out
$60.91avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Stepstone Private Markets-I (XPMIX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Ascentis Wealth Management, LLC ($1.6M) and Wealth Preservation Advisors, LLC ($644K).

Company
Stepstone Private Markets-I
CUSIP
21255V406
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$644K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 10,580 shares bought and 3,682 shares sold, net +6,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Ascentis Wealth Management, LLC 0.40% Reduce -12.5% 25,791 $1.6M
Wealth Preservation Advisors, LLC 0.32% New 10,580 $644K

"% of holder's portfolio" is XPMIX's weight in each manager's 13F, not the share of Stepstone Private Markets-I the manager owns.