Atala Financial’s Exponent EXPO Stock Holding History

Atala 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
2025 Q2	–	Sell	-284	Closed	-$23K	–	226
2025 Q1	$23K	Hold	284	–	–	0.02%	226
2024 Q4	$25.3K	Buy	+284	New	+$28.6K	0.02%	231

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atala Financial's EXPO Position: Q2 2025 in Review

Atala Financial sold out of Exponent (EXPO) in Q2 2025, closing a stake of 284 shares — an estimated $23K sold.

Atala Financial first reported a position in EXPO in Q4 2024 and held it in 2 quarters. The position peaked at $25.3K in Q4 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

Atala Financial reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 284 Exponent shares in Q2 2025, an estimated $23K.
Atala Financial first reported a position in Exponent in Q4 2024 and held it in 2 quarters.
Atala Financial's Exponent position peaked at $25.3K in Q4 2024.
368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.