Stifel Financial
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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
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

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