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Kestra Private Wealth Services’s Eagle Materials EXP Stock Holding History

Kestra Private Wealth Services’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,802
Closed -$420K – 1750
2025
Q3 		$420K Buy
1,802
+89
+5% +$20.2K 0.01% 1186
2025
Q2 		$346K Buy
+1,713
New +$369K 0.01% 1204
2024
Q3 		– Sell
-1,207
Closed -$262K – 1400
2024
Q2 		$262K Buy
+1,207
New +$296K 0.01% 1098
2022
Q1 		– Sell
-2,004
Closed -$334K – 1013
2021
Q4 		$334K Buy
2,004
+266
+15% +$40.9K 0.02% 729
2021
Q3 		$228K Buy
+1,738
New +$250K 0.01% 806

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Private Wealth Services's EXP Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Eagle Materials (EXP) in Q4 2025, closing a stake of 1,802 shares — an estimated $420K sold.

Kestra Private Wealth Services first reported a position in EXP in Q3 2021 and held it in 5 quarters. The position peaked at $420K in Q3 2025. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Eagle Materials position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,802 Eagle Materials shares in Q4 2025, an estimated $420K.
  • Kestra Private Wealth Services first reported a position in Eagle Materials in Q3 2021 and held it in 5 quarters.
  • Kestra Private Wealth Services's Eagle Materials position peaked at $420K in Q3 2025.
  • 491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.