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BFSG LLC’s Expensify EXFY Stock Holding History

BFSG LLC’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29 Buy
+16
New +$18 ﹤0.01% 764

Other funds holding EXFY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

BFSG LLC's EXFY Position: Q2 2026 in Review

BFSG LLC opened a new position in Expensify (EXFY) in Q2 2026: 16 shares worth $29. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings.

9 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • BFSG LLC held 16 shares of Expensify worth $29 as of Q2 2026.
  • Expensify was a new BFSG LLC position in Q2 2026.
  • Expensify made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #764 holding.
  • 9 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.