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Golden State Wealth Management’s Expensify EXFY Stock Holding History

Golden State Wealth Management’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-55
Closed -$102 – 1710
2025
Q3 		$102 Buy
+55
New +$111 ﹤0.01% 1632

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Golden State Wealth Management's EXFY Position: Q4 2025 in Review

Golden State Wealth Management sold out of Expensify (EXFY) in Q4 2025, closing a stake of 55 shares — an estimated $102 sold.

Golden State Wealth Management first reported a position in EXFY in Q3 2025 and held it in 1 quarter. The position peaked at $102 in Q3 2025. 109 funds tracked by Wall St. Rank hold EXFY as of Q4 2025.

  • Golden State Wealth Management reported no remaining Expensify position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 55 Expensify shares in Q4 2025, an estimated $102.
  • Golden State Wealth Management first reported a position in Expensify in Q3 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Expensify position peaked at $102 in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Expensify as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.