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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
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

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Jefferies Financial Group's STEP Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in StepStone Group (STEP) in Q2 2026: 28,807 shares worth $1.19M. The stake represents 0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in STEP as recently as Q1 2025.

Jefferies Financial Group first reported a position in STEP in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.29M in Q2 2024. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Jefferies Financial Group held 28,807 shares of StepStone Group worth $1.19M as of Q2 2026.
  • StepStone Group was a new Jefferies Financial Group position in Q2 2026.
  • StepStone Group made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #892 holding.
  • Jefferies Financial Group first reported a position in StepStone Group in Q2 2024 and has held it in 3 quarters since.
  • Jefferies Financial Group's StepStone Group position peaked at $2.29M in Q2 2024.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.