JFS Wealth Advisors’s StepStone Group STEP Stock Holding History

JFS Wealth Advisors’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	$704	Buy	17 +10	+143%	+$495	﹤0.01%	1888
2026 Q1	$335	Hold	7	–	–	﹤0.01%	1800
2025 Q4	$450	Hold	7	–	–	﹤0.01%	1817
2025 Q3	$458	Hold	7	–	–	﹤0.01%	1774
2025 Q2	$389	Sell	7 -8	-53%	-$428	﹤0.01%	1733
2025 Q1	$784	Hold	15	–	–	﹤0.01%	1693
2024 Q4	$869	Hold	15	–	–	﹤0.01%	1700
2024 Q3	$853	Hold	15	–	–	﹤0.01%	1729
2024 Q2	$689	Buy	15 +8	+114%	+$314	﹤0.01%	1755
2024 Q1	$251	Hold	7	–	–	﹤0.01%	1872
2023 Q4	$223	Sell	7 -3	-30%	-$85	﹤0.01%	1894
2023 Q3	$316	Buy	+10	New	+$290	﹤0.01%	1811
2023 Q2	–	Sell	-6	Closed	-$146	–	2009
2023 Q1	$146	Buy	+6	New	+$164	﹤0.01%	1858
2022 Q1	–	Sell	-1	Closed	–	–	1962
2021 Q4	$0	Buy	+1	New	+$44	﹤0.01%	1876

Other funds holding STEP

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

JFS Wealth Advisors's STEP Position: Q2 2026 in Review

JFS Wealth Advisors increased its StepStone Group (STEP) stake by 143% in Q2 2026, buying an estimated $495 and bringing the position to 17 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

JFS Wealth Advisors first reported a position in STEP in Q4 2021 and has held it in 14 quarters since. The position peaked at $869 in Q4 2024. 17 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

JFS Wealth Advisors held 17 shares of StepStone Group worth $704 as of Q2 2026.
JFS Wealth Advisors bought 10 StepStone Group shares in Q2 2026, an estimated $495.
StepStone Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1888 holding.
JFS Wealth Advisors first reported a position in StepStone Group in Q4 2021 and has held it in 14 quarters since.
JFS Wealth Advisors's StepStone Group position peaked at $869 in Q4 2024.
17 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.