Avion Wealth’s Eagle Materials EXP Stock Holding History

Avion Wealth’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1K	Buy	9 +3	+50%	+$600	﹤0.01%	1211
2026 Q2	$1K	Buy	+6	New	+$1.26K	﹤0.01%	1228
2025 Q2	–	Sell	-2	Closed	–	–	1297
2025 Q1	$0	Buy	+2	New	+$474	﹤0.01%	1124
2024 Q4	–	Sell	-2	Closed	–	–	1087
2024 Q3	$0	Hold	2	–	–	﹤0.01%	1107
2024 Q2	$0	Buy	+2	New	+$490	﹤0.01%	1029
2023 Q4	–	Sell	-3	Closed	–	–	1155
2023 Q3	$0	Buy	+3	New	+$545	﹤0.01%	920
2023 Q2	–	Sell	-4	Closed	–	–	811
2023 Q1	$0	Buy	+4	New	+$567	﹤0.01%	601

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avion Wealth's EXP Position: Q3 2026 in Review

Avion Wealth increased its Eagle Materials (EXP) stake by 50% in Q3 2026, buying an estimated $600 and bringing the position to 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Avion Wealth first reported a position in EXP in Q1 2023 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

Avion Wealth held 9 shares of Eagle Materials worth $1K as of Q3 2026.
Avion Wealth bought 3 Eagle Materials shares in Q3 2026, an estimated $600.
Eagle Materials made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1211 holding.
Avion Wealth first reported a position in Eagle Materials in Q1 2023 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.