Jones Financial Companies
STEP icon

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
Q2 		$1.47M Buy
37,290
+3,497
+10% +$173K ﹤0.01% 1701
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

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 $3.37T AUM 44.26% 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

Jones Financial Companies's STEP Position: Q2 2026 in Review

Jones Financial Companies increased its StepStone Group (STEP) stake by 10% in Q2 2026, buying an estimated $173K and bringing the position to 37,290 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Jones Financial Companies first reported a position in STEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q1 2026. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Jones Financial Companies held 37,290 shares of StepStone Group worth $1.47M as of Q2 2026.
  • Jones Financial Companies bought 3,497 StepStone Group shares in Q2 2026, an estimated $173K.
  • StepStone Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1701 holding.
  • Jones Financial Companies first reported a position in StepStone Group in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's StepStone Group position peaked at $1.54M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.