Allworth Financial
EXPO icon

Allworth Financial’s Exponent EXPO Stock Holding History

Allworth 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
Q2 		$46.3K Sell
788
-136
-15% -$8.35K ﹤0.01% 2561
2026
Q1 		$60.3K Buy
924
+455
+97% +$32.3K ﹤0.01% 2183
2025
Q4 		$32.6K Buy
469
+217
+86% +$15.2K ﹤0.01% 2492
2025
Q3 		$17.5K Buy
252
+196
+350% +$14K ﹤0.01% 2785
2025
Q2 		$4.18K Buy
56
+23
+70% +$1.78K ﹤0.01% 3358
2025
Q1 		$2.61K Sell
33
-205
-86% -$17.9K ﹤0.01% 3096
2024
Q4 		$22.1K Sell
238
-1
-0.4% -$101 ﹤0.01% 2027
2024
Q3 		$27.6K Buy
239
+6
+3% +$628 ﹤0.01% 1713
2024
Q2 		$24.2K Buy
233
+128
+122% +$11.5K ﹤0.01% 1758
2024
Q1 		$8.69K Buy
105
+1
+1% +$83 ﹤0.01% 2168
2023
Q4 		$9.14K Sell
104
-72
-41% -$5.9K ﹤0.01% 2017
2023
Q3 		$15K Sell
176
-65
-27% -$5.88K ﹤0.01% 1689
2023
Q2 		$22.4K Sell
241
-3
-1% -$282 ﹤0.01% 1470
2023
Q1 		$24.4K Buy
244
+21
+9% +$2.14K ﹤0.01% 1352
2022
Q4 		$22.1K Buy
223
+7
+3% +$680 ﹤0.01% 1317
2022
Q3 		$19K Buy
216
+1
+0.5% +$95 ﹤0.01% 1311
2022
Q2 		$20K Sell
215
-113
-34% -$10.6K ﹤0.01% 1243
2022
Q1 		$35K Buy
328
+179
+120% +$17.3K ﹤0.01% 1021
2021
Q4 		$17K Hold
149
– – ﹤0.01% 1179
2021
Q3 		$17K Hold
149
– – ﹤0.01% 1086
2021
Q2 		$13K Hold
149
– – ﹤0.01% 966
2021
Q1 		$15K Hold
149
– – ﹤0.01% 864
2020
Q4 		$13K Hold
149
– – ﹤0.01% 770
2020
Q3 		$11K Hold
149
– – ﹤0.01% 688
2020
Q2 		$12K Hold
149
– – ﹤0.01% 684
2020
Q1 		$11K Buy
+149
New +$10.8K ﹤0.01% 681

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's EXPO Position: Q2 2026 in Review

Allworth Financial reduced its Exponent (EXPO) stake by 15% in Q2 2026, selling an estimated $8.35K and leaving 788 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Allworth Financial first reported a position in EXPO in Q1 2020 and has held it in 26 quarters since. The position peaked at $60.3K in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Allworth Financial held 788 shares of Exponent worth $46.3K as of Q2 2026.
  • Allworth Financial sold 136 Exponent shares in Q2 2026, an estimated $8.35K.
  • Exponent made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2561 holding.
  • Allworth Financial first reported a position in Exponent in Q1 2020 and has held it in 26 quarters since.
  • Allworth Financial's Exponent position peaked at $60.3K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.