Mackenzie Financial
EXPO icon

Mackenzie Financial’s Exponent EXPO Stock Holding History

Mackenzie Financial’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mackenzie Financial's EXPO Position: Q1 2026 in Review

Mackenzie Financial sold out of Exponent (EXPO) in Q1 2026, closing a stake of 3,174 shares — an estimated $223K sold.

Mackenzie Financial first reported a position in EXPO in Q4 2015 and held it in 28 quarters. The position peaked at $6.09M in Q3 2019. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Mackenzie Financial reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 3,174 Exponent shares in Q1 2026, an estimated $223K.
  • Mackenzie Financial first reported a position in Exponent in Q4 2015 and held it in 28 quarters.
  • Mackenzie Financial's Exponent position peaked at $6.09M in Q3 2019.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.