JFS Wealth Advisors
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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
Q3 		$1.17K Buy
27
+10
+59% +$466 ﹤0.01% 1747
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

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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
IBEX Wealth Advisors
IBEX Wealth Advisors Bedminster, New Jersey $1.29B AUM 49.29% 1-Year Est. Return

JFS Wealth Advisors's STEP Position: Q3 2026 in Review

JFS Wealth Advisors increased its StepStone Group (STEP) stake by 59% in Q3 2026, buying an estimated $466 and bringing the position to 27 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

JFS Wealth Advisors first reported a position in STEP in Q4 2021 and has held it in 15 quarters since. 117 funds tracked by Wall St. Rank hold STEP as of Q3 2026.

  • JFS Wealth Advisors held 27 shares of StepStone Group worth $1.17K as of Q3 2026.
  • JFS Wealth Advisors bought 10 StepStone Group shares in Q3 2026, an estimated $466.
  • StepStone Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1747 holding.
  • JFS Wealth Advisors first reported a position in StepStone Group in Q4 2021 and has held it in 15 quarters since.
  • 117 funds tracked by Wall St. Rank held StepStone Group as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.