BFS
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Bare Financial Services’s Exponent EXPO Stock Holding History

Bare Financial Services’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 		$1.41K Buy
24
+17
+243% +$1.04K ﹤0.01% 1247
2026
Q1 		$457 Sell
7
-23
-77% -$1.64K ﹤0.01% 1604
2025
Q4 		$2.08K Buy
30
+20
+200% +$1.41K ﹤0.01% 853
2025
Q3 		$695 Buy
+10
New +$715 ﹤0.01% 1130

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
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

Bare Financial Services's EXPO Position: Q2 2026 in Review

Bare Financial Services increased its Exponent (EXPO) stake by 243% in Q2 2026, buying an estimated $1.04K and bringing the position to 24 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Bare Financial Services first reported a position in EXPO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.08K in Q4 2025. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Bare Financial Services held 24 shares of Exponent worth $1.41K as of Q2 2026.
  • Bare Financial Services bought 17 Exponent shares in Q2 2026, an estimated $1.04K.
  • Exponent made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1247 holding.
  • Bare Financial Services first reported a position in Exponent in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Exponent position peaked at $2.08K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.