BJL
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Brighton Jones LLC’s Expensify EXFY Stock Holding History

Brighton Jones 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 		$35.9K Buy
+20,064
New +$22.5K ﹤0.01% 1380

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Brighton Jones LLC's EXFY Position: Q2 2026 in Review

Brighton Jones LLC opened a new position in Expensify (EXFY) in Q2 2026: 20,064 shares worth $35.9K. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings.

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

  • Brighton Jones LLC held 20,064 shares of Expensify worth $35.9K as of Q2 2026.
  • Expensify was a new Brighton Jones LLC position in Q2 2026.
  • Expensify made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1380 holding.
  • 38 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.