BHWM
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Bay Harbor Wealth Management’s Eagle Materials EXP Stock Holding History

Bay Harbor Wealth Management’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
Q2 		$2.25K Buy
10
+5
+100% +$1.05K ﹤0.01% 621
2026
Q1 		$947 Sell
5
-1
-17% -$213 ﹤0.01% 796
2025
Q4 		$1.24K Buy
6
+2
+50% +$441 ﹤0.01% 579
2025
Q3 		$932 Buy
4
+2
+100% +$453 ﹤0.01% 548
2025
Q2 		$404 Buy
2
+1
+100% +$216 ﹤0.01% 716
2025
Q1 		$222 Buy
+1
New +$237 ﹤0.01% 634

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's EXP Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Eagle Materials (EXP) stake by 100% in Q2 2026, buying an estimated $1.05K and bringing the position to 10 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Bay Harbor Wealth Management first reported a position in EXP in Q1 2025 and has held it in 6 quarters since. 533 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Bay Harbor Wealth Management held 10 shares of Eagle Materials worth $2.25K as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 Eagle Materials shares in Q2 2026, an estimated $1.05K.
  • Eagle Materials made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Bay Harbor Wealth Management first reported a position in Eagle Materials in Q1 2025 and has held it in 6 quarters since.
  • 533 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.