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Root Financial Partners’s Exponent EXPO Stock Holding History

Root Financial Partners’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 		– Sell
-330
Closed -$21.5K – 1307
2026
Q1 		$21.5K Buy
330
+196
+146% +$13.9K ﹤0.01% 1286
2025
Q4 		$9.31K Buy
134
+52
+63% +$3.65K ﹤0.01% 1526
2025
Q3 		$5.7K Buy
+82
New +$5.86K ﹤0.01% 1674

Other funds holding EXPO

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Root Financial Partners's EXPO Position: Q2 2026 in Review

Root Financial Partners sold out of Exponent (EXPO) in Q2 2026, closing a stake of 330 shares — an estimated $21.5K sold.

Root Financial Partners first reported a position in EXPO in Q3 2025 and held it in 3 quarters. The position peaked at $21.5K in Q1 2026. 86 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Root Financial Partners reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 330 Exponent shares in Q2 2026, an estimated $21.5K.
  • Root Financial Partners first reported a position in Exponent in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Exponent position peaked at $21.5K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.