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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jefferies Financial Group's STEP Position: Q2 2025 in Review

Jefferies Financial Group sold out of StepStone Group (STEP) in Q2 2025, closing a stake of 19,029 shares — an estimated $994K sold.

Jefferies Financial Group first reported a position in STEP in Q2 2024 and held it in 2 quarters. The position peaked at $2.29M in Q2 2024. 268 funds tracked by Wall St. Rank hold STEP as of Q2 2025.

  • Jefferies Financial Group reported no remaining StepStone Group position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 19,029 StepStone Group shares in Q2 2025, an estimated $994K.
  • Jefferies Financial Group first reported a position in StepStone Group in Q2 2024 and held it in 2 quarters.
  • Jefferies Financial Group's StepStone Group position peaked at $2.29M in Q2 2024.
  • 268 funds tracked by Wall St. Rank held StepStone Group as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.