Mackenzie Financial’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.2M | Buy |
+191,175
| New | +$11.7M | 0.01% | 597 |
|
|
2026
Q1 | – | Sell |
-3,174
| Closed | -$223K | – | 1529 |
|
|
2025
Q4 | $223K | Hold |
3,174
| – | – | ﹤0.01% | 1502 |
|
|
2025
Q3 | $221K | Hold |
3,174
| – | – | ﹤0.01% | 1523 |
|
|
2025
Q2 | $237K | Buy |
3,174
+120
| +4% | +$9.3K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $248K | Hold |
3,054
| – | – | ﹤0.01% | 1449 |
|
|
2024
Q4 | $272K | Buy |
3,054
+95
| +3% | +$9.57K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $341K | Sell |
2,959
-120
| -4% | -$12.6K | ﹤0.01% | 1132 |
|
|
2024
Q2 | $293K | Hold |
3,079
| – | – | ﹤0.01% | 1175 |
|
|
2024
Q1 | $255K | Sell |
3,079
-37
| -1% | -$3.06K | ﹤0.01% | 1251 |
|
|
2023
Q4 | $274K | Hold |
3,116
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q3 | $264K | Sell |
3,116
-58
| -2% | -$5.25K | ﹤0.01% | 1182 |
|
|
2023
Q2 | $295K | Hold |
3,174
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q1 | $316K | Hold |
3,174
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q4 | $315K | Sell |
3,174
-167
| -5% | -$16.2K | ﹤0.01% | 1079 |
|
|
2022
Q3 | $293K | Sell |
3,341
-173
| -5% | -$16.4K | ﹤0.01% | 1098 |
|
|
2022
Q2 | $321K | Buy |
3,514
+572
| +19% | +$53.9K | ﹤0.01% | 1065 |
|
|
2022
Q1 | $318K | Buy |
2,942
+125
| +4% | +$12.1K | ﹤0.01% | 1092 |
|
|
2021
Q4 | $329K | Sell |
2,817
-139
| -5% | -$16.3K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $334K | Buy |
+2,956
| New | +$319K | ﹤0.01% | 1095 |
|
|
2020
Q2 | – | Sell |
-43,107
| Closed | -$3.1M | – | 1049 |
|
|
2020
Q1 | $3.1M | Sell |
43,107
-19,430
| -31% | -$1.41M | 0.01% | 413 |
|
|
2019
Q4 | $4.32M | Sell |
62,537
-24,607
| -28% | -$1.62M | 0.01% | 471 |
|
|
2019
Q3 | $6.09M | Sell |
87,144
-600
| -0.7% | -$40.5K | 0.02% | 402 |
|
|
2019
Q2 | $5.14M | Sell |
87,744
-635
| -0.7% | -$36.2K | 0.01% | 432 |
|
|
2019
Q1 | $5.1M | Sell |
88,379
-1,000
| -1% | -$54K | 0.01% | 514 |
|
|
2018
Q4 | $4.53M | Buy |
+89,379
| New | +$4.48M | 0.01% | 514 |
|
|
2016
Q4 | – | Sell |
-14,128
| Closed | -$361K | – | 667 |
|
|
2016
Q3 | $361K | Hold |
14,128
| – | – | ﹤0.01% | 543 |
|
|
2016
Q2 | $413K | Hold |
14,128
| – | – | ﹤0.01% | 786 |
|
|
2016
Q1 | $360K | Hold |
14,128
| – | – | ﹤0.01% | 708 |
|
|
2015
Q4 | $353K | Buy |
+14,128
| New | +$359K | ﹤0.01% | 727 |
|
Other funds holding EXPO
GCM
RA
CCA
Mackenzie Financial's EXPO Position: Q2 2026 in Review
Mackenzie Financial opened a new position in Exponent (EXPO) in Q2 2026: 191,175 shares worth $11.2M. The stake represents 0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in EXPO as recently as Q4 2025.
Mackenzie Financial first reported a position in EXPO in Q4 2015 and has held it in 29 quarters since. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.
- Mackenzie Financial held 191,175 shares of Exponent worth $11.2M as of Q2 2026.
- Exponent was a new Mackenzie Financial position in Q2 2026.
- Exponent made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #597 holding.
- Mackenzie Financial first reported a position in Exponent in Q4 2015 and has held it in 29 quarters since.
- 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.