AF
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Advisornet Financial’s Exponent EXPO Stock Holding History

Advisornet Financial’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-27
Closed -$1.59K – 1137
2026
Q2 		$1.59K Hold
27
– – ﹤0.01% 1953
2026
Q1 		$1.76K Hold
27
– – ﹤0.01% 1932
2025
Q4 		$1.88K Sell
27
-1
-4% -$70 ﹤0.01% 1912
2025
Q3 		$1.95K Buy
28
+1
+4% +$71 ﹤0.01% 1872
2025
Q2 		$2.02K Sell
27
-21
-44% -$1.63K ﹤0.01% 1843
2025
Q1 		$3.89K Hold
48
– – ﹤0.01% 1658
2024
Q4 		$4.28K Sell
48
-12
-20% -$1.21K ﹤0.01% 1495
2024
Q3 		$6.92K Sell
60
-29
-33% -$3.03K ﹤0.01% 1508
2024
Q2 		$8.47K Sell
89
-31
-26% -$2.79K ﹤0.01% 1357
2024
Q1 		$9.92K Buy
+120
New +$9.93K ﹤0.01% 1289
2023
Q4 		– Sell
-5
Closed -$428 – 2449
2023
Q3 		$428 Sell
5
-2
-29% -$181 ﹤0.01% 2016
2023
Q2 		$653 Sell
7
-1
-13% -$94 ﹤0.01% 1987
2023
Q1 		$798 Buy
8
+1
+14% +$102 ﹤0.01% 1947
2022
Q4 		$694 Buy
+7
New +$680 ﹤0.01% 1939
2022
Q2 		– Sell
-25
Closed -$3K – 1946
2022
Q1 		$3K Hold
25
– – ﹤0.01% 1714
2021
Q4 		$3K Buy
+25
New +$2.94K ﹤0.01% 1744
2020
Q3 		– Sell
-1,356
Closed -$110K – 1765
2020
Q2 		$110K Hold
1,356
– – 0.01% 643
2020
Q1 		$98K Hold
1,356
– – 0.01% 624
2019
Q4 		$94K Hold
1,356
– – 0.01% 697
2019
Q3 		$95K Hold
1,356
– – 0.01% 692
2019
Q2 		$79K Hold
1,356
– – 0.01% 677
2019
Q1 		$78K Hold
1,356
– – 0.01% 623
2018
Q4 		$69K Hold
1,356
– – 0.01% 606
2018
Q3 		$73K Hold
1,356
– – 0.01% 632
2018
Q2 		$65K Hold
1,356
– – 0.01% 644
2018
Q1 		$53K Hold
1,356
– – 0.01% 682
2017
Q4 		$48K Buy
+1,356
New +$49.8K 0.01% 663

Other funds holding EXPO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Advisornet Financial's EXPO Position: Q3 2026 in Review

Advisornet Financial sold out of Exponent (EXPO) in Q3 2026, closing a stake of 27 shares — an estimated $1.59K sold.

Advisornet Financial first reported a position in EXPO in Q4 2017 and held it in 27 quarters. The position peaked at $110K in Q2 2020. 25 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Advisornet Financial reported no remaining Exponent position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 27 Exponent shares in Q3 2026, an estimated $1.59K.
  • Advisornet Financial first reported a position in Exponent in Q4 2017 and held it in 27 quarters.
  • Advisornet Financial's Exponent position peaked at $110K in Q2 2020.
  • 25 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.