KPWS
EXP icon

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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return