Root Financial Partners
EXPO icon

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
Q3 		$19.4K Buy
+297
New +$19.6K ﹤0.01% 1570
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's EXPO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Exponent (EXPO) in Q3 2026: 297 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXPO as recently as Q1 2026.

Root Financial Partners first reported a position in EXPO in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.5K in Q1 2026. 285 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Root Financial Partners held 297 shares of Exponent worth $19.4K as of Q3 2026.
  • Exponent was a new Root Financial Partners position in Q3 2026.
  • Exponent made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1570 holding.
  • Root Financial Partners first reported a position in Exponent in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Exponent position peaked at $21.5K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.