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Johnson Financial Group Inc (Wisconsin)’s Exponent EXPO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-640
Closed -$51.9K – 771
2025
Q1 		$51.9K Hold
640
– – ﹤0.01% 604
2024
Q4 		$58.7K Buy
+640
New +$64.5K ﹤0.01% 464
2024
Q3 		– Sell
-10
Closed -$952 – 960
2024
Q2 		$952 Buy
+10
New +$902 ﹤0.01% 744

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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

Johnson Financial Group Inc (Wisconsin)'s EXPO Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Exponent (EXPO) in Q2 2025, closing a stake of 640 shares — an estimated $51.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EXPO in Q2 2024 and held it in 3 quarters. The position peaked at $58.7K in Q4 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 640 Exponent shares in Q2 2025, an estimated $51.9K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Exponent in Q2 2024 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Exponent position peaked at $58.7K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.