Jones Financial Companies
EXPO icon

Jones Financial Companies’s Exponent EXPO Stock Holding History

Jones Financial Companies’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 		$117K Buy
1,928
+440
+30% +$27K ﹤0.01% 2802
2026
Q1 		$95.9K Buy
1,488
+1,401
+1,610% +$99.6K ﹤0.01% 2691
2025
Q4 		$6.04K Sell
87
-177
-67% -$12.4K ﹤0.01% 3425
2025
Q3 		$18.3K Buy
264
+31
+13% +$2.21K ﹤0.01% 2842
2025
Q2 		$17.3K Buy
233
+4
+2% +$310 ﹤0.01% 2665
2025
Q1 		$18.8K Buy
229
+7
+3% +$610 ﹤0.01% 2457
2024
Q4 		$19.8K Buy
222
+192
+640% +$19.3K ﹤0.01% 2269
2024
Q3 		$3.4K Buy
+30
New +$3.14K ﹤0.01% 2547
2022
Q3 		– Sell
-10
Closed -$1K – 595
2022
Q2 		$1K Buy
+10
New +$942 ﹤0.01% 635
2021
Q1 		– Sell
-19
Closed -$2K – 802
2020
Q4 		$2K Buy
+19
New +$1.51K ﹤0.01% 596

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

Jones Financial Companies's EXPO Position: Q2 2026 in Review

Jones Financial Companies increased its Exponent (EXPO) stake by 30% in Q2 2026, buying an estimated $27K and bringing the position to 1,928 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Jones Financial Companies first reported a position in EXPO in Q4 2020 and has held it in 10 quarters since. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Jones Financial Companies held 1,928 shares of Exponent worth $117K as of Q2 2026.
  • Jones Financial Companies bought 440 Exponent shares in Q2 2026, an estimated $27K.
  • Exponent made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2802 holding.
  • Jones Financial Companies first reported a position in Exponent in Q4 2020 and has held it in 10 quarters since.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.