MFG
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Merit Financial Group’s Exponent EXPO Stock Holding History

Merit Financial 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
Q2 		$200K Sell
3,409
-1,407
-29% -$86.4K ﹤0.01% 2126
2026
Q1 		$314K Buy
+4,816
New +$342K ﹤0.01% 1625

Other funds holding EXPO

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's EXPO Position: Q2 2026 in Review

Merit Financial Group reduced its Exponent (EXPO) stake by 29% in Q2 2026, selling an estimated $86.4K and leaving 3,409 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Merit Financial Group first reported a position in EXPO in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 41 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Merit Financial Group held 3,409 shares of Exponent worth $200K as of Q2 2026.
  • Merit Financial Group sold 1,407 Exponent shares in Q2 2026, an estimated $86.4K.
  • Exponent made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2126 holding.
  • Merit Financial Group first reported a position in Exponent in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Exponent position peaked at $314K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.