Farther Finance Advisors
EXPO icon

Farther Finance Advisors’s Exponent EXPO Stock Holding History

Farther Finance Advisors’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
Q3 		$62.7K Buy
959
+256
+36% +$16.9K ﹤0.01% 3224
2026
Q2 		$41.3K Buy
703
+200
+40% +$12.3K ﹤0.01% 3394
2026
Q1 		$32.7K Sell
503
-599
-54% -$42.6K ﹤0.01% 3298
2025
Q4 		$76.5K Sell
1,102
-1,985
-64% -$139K ﹤0.01% 2517
2025
Q3 		$215K Sell
3,087
-25
-0.8% -$1.79K ﹤0.01% 1569
2025
Q2 		$233K Sell
3,112
-162
-5% -$12.6K ﹤0.01% 1322
2025
Q1 		$265K Buy
3,274
+753
+30% +$65.6K 0.01% 1103
2024
Q4 		$225K Sell
2,521
-494
-16% -$49.8K 0.01% 935
2024
Q3 		$348K Buy
3,015
+920
+44% +$96.2K 0.01% 752
2024
Q2 		$196K Buy
2,095
+2,078
+12,224% +$187K 0.01% 839
2024
Q1 		$1.38K Buy
17
+9
+113% +$744 ﹤0.01% 2652
2023
Q4 		$704 Sell
8
-27
-77% -$2.21K ﹤0.01% 2856
2023
Q3 		$3K Hold
35
– – ﹤0.01% 1703
2023
Q2 		$3.27K Sell
35
-4
-10% -$376 ﹤0.01% 1581
2023
Q1 		$3.89K Buy
39
+4
+11% +$407 ﹤0.01% 1414
2022
Q4 		$3.47K Buy
+35
New +$3.4K ﹤0.01% 1287

Other funds holding EXPO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Farther Finance Advisors's EXPO Position: Q3 2026 in Review

Farther Finance Advisors increased its Exponent (EXPO) stake by 36% in Q3 2026, buying an estimated $16.9K and bringing the position to 959 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3224.

Farther Finance Advisors first reported a position in EXPO in Q4 2022 and has held it in 16 quarters since. The position peaked at $348K in Q3 2024. 25 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Farther Finance Advisors held 959 shares of Exponent worth $62.7K as of Q3 2026.
  • Farther Finance Advisors bought 256 Exponent shares in Q3 2026, an estimated $16.9K.
  • Exponent made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3224 holding.
  • Farther Finance Advisors first reported a position in Exponent in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Exponent position peaked at $348K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.