BPI
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BFC Planning, Inc.’s Exponent EXPO Stock Holding History

BFC Planning, Inc.’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
Q2 		$881 Hold
15
– – ﹤0.01% 3171
2026
Q1 		$979 Hold
15
– – ﹤0.01% 2745
2025
Q4 		$1.04K Hold
15
– – ﹤0.01% 2782
2025
Q3 		$1.04K Hold
15
– – ﹤0.01% 2618
2025
Q2 		$1.12K Hold
15
– – ﹤0.01% 2431
2025
Q1 		$1.22K Hold
15
– – ﹤0.01% 2416
2024
Q4 		$1.34K Buy
+15
New +$1.51K ﹤0.01% 2358

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s EXPO Position: Q2 2026 in Review

BFC Planning, Inc. held its Exponent (EXPO) position steady in Q2 2026 at 15 shares worth $881. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

BFC Planning, Inc. first reported a position in EXPO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34K in Q4 2024. 344 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • BFC Planning, Inc. held 15 shares of Exponent worth $881 as of Q2 2026.
  • BFC Planning, Inc. left its Exponent share count unchanged in Q2 2026.
  • Exponent made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3171 holding.
  • BFC Planning, Inc. first reported a position in Exponent in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Exponent position peaked at $1.34K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.