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Mirabella Financial Services’s Exponent EXPO Stock Holding History

Mirabella Financial Services’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 		$364K Buy
6,193
+3,002
+94% +$184K 0.03% 369
2026
Q1 		$208K Buy
+3,191
New +$227K 0.02% 769
2025
Q4 		– Sell
-3,020
Closed -$210K – 712
2025
Q3 		$210K Buy
+3,020
New +$216K 0.02% 224
2024
Q1 		– Sell
-2,603
Closed -$229K – 579
2023
Q4 		$229K Buy
+2,603
New +$213K 0.03% 337

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirabella Financial Services's EXPO Position: Q2 2026 in Review

Mirabella Financial Services increased its Exponent (EXPO) stake by 94% in Q2 2026, buying an estimated $184K and bringing the position to 6,193 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #369.

Mirabella Financial Services first reported a position in EXPO in Q4 2023 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Mirabella Financial Services held 6,193 shares of Exponent worth $364K as of Q2 2026.
  • Mirabella Financial Services bought 3,002 Exponent shares in Q2 2026, an estimated $184K.
  • Exponent made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #369 holding.
  • Mirabella Financial Services first reported a position in Exponent in Q4 2023 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.