Stifel Financial
STEP icon

Stifel Financial’s StepStone Group STEP Stock Holding History

Stifel Financial’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 		– Sell
-16,311
Closed -$778K – 3799
2026
Q1 		$778K Sell
16,311
-1,981
-11% -$114K ﹤0.01% 2598
2025
Q4 		$1.17M Sell
18,292
-4,661
-20% -$295K ﹤0.01% 2331
2025
Q3 		$1.5M Sell
22,953
-9,180
-29% -$560K ﹤0.01% 2117
2025
Q2 		$1.78M Sell
32,133
-9,728
-23% -$521K ﹤0.01% 1929
2025
Q1 		$2.19M Sell
41,861
-14,486
-26% -$852K ﹤0.01% 1703
2024
Q4 		$3.26M Buy
56,347
+14,431
+34% +$894K ﹤0.01% 1449
2024
Q3 		$2.38M Buy
41,916
+9,357
+29% +$477K ﹤0.01% 1668
2024
Q2 		$1.49M Buy
+32,559
New +$1.28M ﹤0.01% 1924

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

Stifel Financial's STEP Position: Q2 2026 in Review

Stifel Financial sold out of StepStone Group (STEP) in Q2 2026, closing a stake of 16,311 shares — an estimated $778K sold.

Stifel Financial first reported a position in STEP in Q2 2024 and held it in 8 quarters. The position peaked at $3.26M in Q4 2024. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Stifel Financial reported no remaining StepStone Group position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 16,311 StepStone Group shares in Q2 2026, an estimated $778K.
  • Stifel Financial first reported a position in StepStone Group in Q2 2024 and held it in 8 quarters.
  • Stifel Financial's StepStone Group position peaked at $3.26M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.