Jefferies Financial Group
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Jefferies Financial Group’s StepStone Group STEP Stock Holding History

Jefferies Financial 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
Q3 		– Sell
-28,807
Closed -$1.19M – 1792
2026
Q2 		$1.19M Buy
+28,807
New +$1.43M 0.01% 892
2025
Q2 		– Sell
-19,029
Closed -$994K – 1770
2025
Q1 		$994K Buy
+19,029
New +$1.12M 0.01% 814
2024
Q3 		– Sell
-50,000
Closed -$2.29M – 1751
2024
Q2 		$2.29M Buy
+50,000
New +$1.97M 0.02% 509

Other funds holding STEP

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Jefferies Financial Group's STEP Position: Q3 2026 in Review

Jefferies Financial Group sold out of StepStone Group (STEP) in Q3 2026, closing a stake of 28,807 shares — an estimated $1.19M sold.

Jefferies Financial Group first reported a position in STEP in Q2 2024 and held it in 3 quarters. The position peaked at $2.29M in Q2 2024. 205 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • Jefferies Financial Group reported no remaining StepStone Group position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 28,807 StepStone Group shares in Q3 2026, an estimated $1.19M.
  • Jefferies Financial Group first reported a position in StepStone Group in Q2 2024 and held it in 3 quarters.
  • Jefferies Financial Group's StepStone Group position peaked at $2.29M in Q2 2024.
  • 205 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.