Mather Group
EXPO icon

Mather Group’s Exponent EXPO Stock Holding History

Mather Group’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
Q3 		$72.7K Sell
1,111
-196
-15% -$13K ﹤0.01% 1048
2026
Q2 		$76.8K Hold
1,307
– – ﹤0.01% 1001
2026
Q1 		$85.3K Buy
+1,307
New +$92.9K ﹤0.01% 931
2025
Q4 		– Sell
-1,376
Closed -$95.6K – 967
2025
Q3 		$95.6K Buy
+1,376
New +$98.3K ﹤0.01% 776
2025
Q2 		– Sell
-1,512
Closed -$123K – 969
2025
Q1 		$123K Hold
1,512
– – ﹤0.01% 709
2024
Q4 		$135K Buy
1,512
+196
+15% +$19.7K ﹤0.01% 677
2024
Q3 		$152K Sell
1,316
-142
-10% -$14.9K ﹤0.01% 648
2024
Q2 		$121K Sell
1,458
-44
-3% -$3.97K ﹤0.01% 760
2024
Q1 		$132K Buy
+1,502
New +$124K ﹤0.01% 627
2022
Q2 		– Sell
-1,948
Closed -$211K – 413
2022
Q1 		$211K Sell
1,948
-41
-2% -$3.95K ﹤0.01% 422
2021
Q4 		$232K Sell
1,989
-56
-3% -$6.58K ﹤0.01% 348
2021
Q3 		$231K Buy
+2,045
New +$221K 0.01% 258
2021
Q2 		– Sell
-2,084
Closed -$203K – 288
2021
Q1 		$203K Buy
+2,084
New +$196K 0.01% 262

Other funds holding EXPO

Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Mather Group's EXPO Position: Q3 2026 in Review

Mather Group reduced its Exponent (EXPO) stake by 15% in Q3 2026, selling an estimated $13K and leaving 1,111 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Mather Group first reported a position in EXPO in Q1 2021 and has held it in 13 quarters since. The position peaked at $232K in Q4 2021. 40 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Mather Group held 1,111 shares of Exponent worth $72.7K as of Q3 2026.
  • Mather Group sold 196 Exponent shares in Q3 2026, an estimated $13K.
  • Exponent made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1048 holding.
  • Mather Group first reported a position in Exponent in Q1 2021 and has held it in 13 quarters since.
  • Mather Group's Exponent position peaked at $232K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.