SOAM
EXE

SBI Okasan Asset Management’s Expand Energy Corp EXE Stock Holding History

SBI Okasan Asset Management’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.8K Hold
500
– – ﹤0.01% 318
2026
Q1 		$55.7K Sell
500
-1,000
-67% -$107K ﹤0.01% 298
2025
Q4 		$168K Buy
+1,500
New +$166K 0.01% 257

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

SBI Okasan Asset Management's EXE Position: Q2 2026 in Review

SBI Okasan Asset Management held its Expand Energy Corp (EXE) position steady in Q2 2026 at 500 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

SBI Okasan Asset Management first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $168K in Q4 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • SBI Okasan Asset Management held 500 shares of Expand Energy Corp worth $43.8K as of Q2 2026.
  • SBI Okasan Asset Management left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #318 holding.
  • SBI Okasan Asset Management first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Expand Energy Corp position peaked at $168K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.