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Global Financial Private Client’s Exponent EXPO Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$324 – 673
2025
Q1 		$324 Sell
4
-94
-96% -$8.19K ﹤0.01% 1421
2024
Q4 		$8.73K Buy
98
+2
+2% +$201 ﹤0.01% 573
2024
Q3 		$11.1K Buy
+96
New +$10K ﹤0.01% 537

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's EXPO Position: Q2 2025 in Review

Global Financial Private Client sold out of Exponent (EXPO) in Q2 2025, closing a stake of 4 shares — an estimated $324 sold.

Global Financial Private Client first reported a position in EXPO in Q3 2024 and held it in 3 quarters. The position peaked at $11.1K in Q3 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Global Financial Private Client reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Exponent shares in Q2 2025, an estimated $324.
  • Global Financial Private Client first reported a position in Exponent in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Exponent position peaked at $11.1K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.