Jones Financial Companies
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Jones Financial Companies’s StepStone Group STEP Stock Holding History

Jones Financial Companies’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
Q1 		$1.54M Buy
33,793
+33,566
+14,787% +$1.94M ﹤0.01% 1537
2025
Q4 		$14.6K Buy
227
+141
+164% +$8.92K ﹤0.01% 3064
2025
Q3 		$5.63K Buy
86
+50
+139% +$3.05K ﹤0.01% 3320
2025
Q2 		$2.02K Buy
+36
New +$1.93K ﹤0.01% 3464
2025
Q1 		– Sell
-52
Closed -$3.01K – 3850
2024
Q4 		$3.01K Hold
52
– – ﹤0.01% 2902
2024
Q3 		$2.98K Buy
+52
New +$2.65K ﹤0.01% 2580

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