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Financial Advocates Investment Management’s Eagle Materials EXP Stock Holding History

Financial Advocates Investment Management’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,645
Closed -$332K – 221
2025
Q2 		$332K Buy
+1,645
New +$355K 0.03% 472

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Financial Advocates Investment Management's EXP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Eagle Materials (EXP) in Q3 2025, closing a stake of 1,645 shares — an estimated $332K sold.

Financial Advocates Investment Management first reported a position in EXP in Q2 2025 and held it in 1 quarter. The position peaked at $332K in Q2 2025. 485 funds tracked by Wall St. Rank hold EXP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Eagle Materials position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,645 Eagle Materials shares in Q3 2025, an estimated $332K.
  • Financial Advocates Investment Management first reported a position in Eagle Materials in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Eagle Materials position peaked at $332K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.