BEI
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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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Benjamin Edwards Inc's EXPO Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Exponent (EXPO) in Q1 2026, closing a stake of 2,974 shares — an estimated $207K sold.

Benjamin Edwards Inc first reported a position in EXPO in Q2 2021 and held it in 14 quarters. The position peaked at $207K in Q4 2025. 362 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 2,974 Exponent shares in Q1 2026, an estimated $207K.
  • Benjamin Edwards Inc first reported a position in Exponent in Q2 2021 and held it in 14 quarters.
  • Benjamin Edwards Inc's Exponent position peaked at $207K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.