Benjamin Edwards Inc’s Exponent EXPO Stock Holding History

Benjamin Edwards Inc’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 Q1	–	Sell	-2,974	Closed	-$207K	–	1376
2025 Q4	$207K	Buy	+2,974	New	+$209K	﹤0.01%	1258
2024 Q3	–	Sell	-432	Closed	-$41K	–	1122
2024 Q2	$41K	Buy	432 +38	+10%	+$3.43K	0.01%	521
2024 Q1	$33K	Sell	394 -47	-11%	-$3.89K	0.01%	524
2023 Q4	$39K	Buy	441 +27	+7%	+$2.21K	0.01%	489
2023 Q3	$35K	Buy	414 +40	+11%	+$3.62K	0.01%	486
2023 Q2	$35K	Sell	374 -91	-20%	-$8.56K	0.01%	489
2023 Q1	$46K	Buy	465 +223	+92%	+$22.7K	0.01%	472
2022 Q4	$24K	Sell	242 -69	-22%	-$6.7K	0.01%	487
2022 Q3	$27K	Buy	311 +61	+24%	+$5.78K	0.01%	480
2022 Q2	$23K	Buy	250 +87	+53%	+$8.2K	0.01%	506
2022 Q1	$18K	Buy	163 +11	+7%	+$1.06K	0.01%	564
2021 Q4	$18K	Buy	152 +7	+5%	+$823	0.01%	533
2021 Q3	$16K	Hold	145	–	–	0.01%	421
2021 Q2	$13K	Buy	+145	New	+$13.6K	0.01%	353

Other funds holding EXPO

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

Kayne Anderson Rudnick Investment Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Geode Capital Management

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return