HFS
EXFY icon

Howard Financial Services’s Expensify EXFY Stock Holding History

Howard Financial Services’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
2026
Q3 		$27K Buy
+12,000
New +$25.8K ﹤0.01% 232

Other funds holding EXFY

WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Howard Financial Services's EXFY Position: Q3 2026 in Review

Howard Financial Services opened a new position in Expensify (EXFY) in Q3 2026: 12,000 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings.

7 funds tracked by Wall St. Rank hold EXFY as of Q3 2026.

  • Howard Financial Services held 12,000 shares of Expensify worth $27K as of Q3 2026.
  • Expensify was a new Howard Financial Services position in Q3 2026.
  • Expensify made up ﹤0.01% of Howard Financial Services's portfolio in Q3 2026, its #232 holding.
  • 7 funds tracked by Wall St. Rank held Expensify as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.