HFS
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Hughes Financial Services’s Exponent EXPO Stock Holding History

Hughes Financial Services’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 		$118 Hold
2
– – ﹤0.01% 1408
2026
Q1 		$131 Buy
2
+1
+100% +$71 ﹤0.01% 1219
2025
Q4 		$69 Sell
1
-34
-97% -$2.39K ﹤0.01% 1112
2025
Q3 		$2.48K Buy
35
+28
+400% +$2K ﹤0.01% 505
2025
Q2 		$500 Buy
7
+1
+17% +$77 ﹤0.01% 966
2025
Q1 		$485 Buy
+6
New +$523 ﹤0.01% 936

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 $1.88T AUM 44.46% 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 $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hughes Financial Services's EXPO Position: Q2 2026 in Review

Hughes Financial Services held its Exponent (EXPO) position steady in Q2 2026 at 2 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Hughes Financial Services first reported a position in EXPO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.48K in Q3 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Hughes Financial Services held 2 shares of Exponent worth $118 as of Q2 2026.
  • Hughes Financial Services left its Exponent share count unchanged in Q2 2026.
  • Exponent made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1408 holding.
  • Hughes Financial Services first reported a position in Exponent in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Exponent position peaked at $2.48K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.