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Newbridge Financial Services Group’s Exponent EXPO Stock Holding History

Newbridge Financial Services 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
Q1 		– Sell
-24
Closed -$1.69K – 1209
2025
Q4 		$1.69K Hold
24
– – ﹤0.01% 1037
2025
Q3 		$1.69K Hold
24
– – ﹤0.01% 1147
2025
Q2 		$1.81K Hold
24
– – ﹤0.01% 1147
2025
Q1 		$1.95K Hold
24
– – ﹤0.01% 892
2024
Q4 		$2.14K Buy
+24
New +$2.42K ﹤0.01% 964

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Newbridge Financial Services Group's EXPO Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Exponent (EXPO) in Q1 2026, closing a stake of 24 shares — an estimated $1.69K sold.

Newbridge Financial Services Group first reported a position in EXPO in Q4 2024 and held it in 5 quarters. The position peaked at $2.14K in Q4 2024. 362 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 24 Exponent shares in Q1 2026, an estimated $1.69K.
  • Newbridge Financial Services Group first reported a position in Exponent in Q4 2024 and held it in 5 quarters.
  • Newbridge Financial Services Group's Exponent position peaked at $2.14K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.