Raymond James Financial
EXPO icon

Raymond James Financial’s Exponent EXPO Stock Holding History

Raymond James 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
Q2 		$19M Sell
323,515
-78,752
-20% -$4.83M 0.01% 1595
2026
Q1 		$26.2M Buy
402,267
+9,629
+2% +$684K 0.01% 1282
2025
Q4 		$27.3M Sell
392,638
-122,877
-24% -$8.63M 0.01% 1230
2025
Q3 		$35.8M Sell
515,515
-7,796
-1% -$557K 0.01% 1015
2025
Q2 		$39.1M Sell
523,311
-59,681
-10% -$4.62M 0.01% 908
2025
Q1 		$47.3M Sell
582,992
-35,759
-6% -$3.12M 0.02% 751
2024
Q4 		$55.1M Buy
+618,751
New +$62.3M 0.02% 672

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 $3.38T AUM 44.17% 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

Raymond James Financial's EXPO Position: Q2 2026 in Review

Raymond James Financial reduced its Exponent (EXPO) stake by 20% in Q2 2026, selling an estimated $4.83M and leaving 323,515 shares worth $19M. The position accounts for 0.01% of the portfolio, ranked #1595.

Raymond James Financial first reported a position in EXPO in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.1M in Q4 2024. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Raymond James Financial held 323,515 shares of Exponent worth $19M as of Q2 2026.
  • Raymond James Financial sold 78,752 Exponent shares in Q2 2026, an estimated $4.83M.
  • Exponent made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1595 holding.
  • Raymond James Financial first reported a position in Exponent in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Exponent position peaked at $55.1M in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.