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Financial Strategies Group’s Eagle Materials EXP Stock Holding History

Financial Strategies Group’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
2026
Q2 		$641K Sell
3,129
-66
-2% -$13.8K 0.1% 69
2026
Q1 		$671K Buy
3,195
+533
+20% +$113K 0.11% 68
2025
Q4 		$577K Buy
2,662
+330
+14% +$72.8K 0.1% 70
2025
Q3 		$480K Buy
2,332
+202
+9% +$45.8K 0.09% 70
2025
Q2 		$476K Buy
2,130
+330
+18% +$71.1K 0.1% 69
2025
Q1 		$403K Buy
1,800
+490
+37% +$116K 0.1% 72
2024
Q4 		$308K Buy
1,310
+288
+28% +$83.1K 0.07% 84
2024
Q3 		$304K Buy
1,022
+43
+4% +$10.8K 0.07% 84
2024
Q2 		$208K Buy
+979
New +$240K 0.05% 94

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Strategies Group's EXP Position: Q2 2026 in Review

Financial Strategies Group reduced its Eagle Materials (EXP) stake by 2.1% in Q2 2026, selling an estimated $13.8K and leaving 3,129 shares worth $641K. The position accounts for 0.1% of the portfolio, ranked #69.

Financial Strategies Group first reported a position in EXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $671K in Q1 2026. 533 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Financial Strategies Group held 3,129 shares of Eagle Materials worth $641K as of Q2 2026.
  • Financial Strategies Group sold 66 Eagle Materials shares in Q2 2026, an estimated $13.8K.
  • Eagle Materials made up 0.1% of Financial Strategies Group's portfolio in Q2 2026, its #69 holding.
  • Financial Strategies Group first reported a position in Eagle Materials in Q2 2024 and has held it in 9 quarters since.
  • Financial Strategies Group's Eagle Materials position peaked at $671K in Q1 2026.
  • 533 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.