SBK Financial’s Exponent EXPO Stock Holding History

SBK 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	–	Sell	-31	Closed	-$2.02K	–	284
2026 Q1	$2.02K	Buy	+31	New	+$2.2K	﹤0.01%	325

Other funds holding EXPO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SBK Financial's EXPO Position: Q2 2026 in Review

SBK Financial sold out of Exponent (EXPO) in Q2 2026, closing a stake of 31 shares — an estimated $2.02K sold.

SBK Financial first reported a position in EXPO in Q1 2026 and held it in 1 quarter. The position peaked at $2.02K in Q1 2026. 344 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

SBK Financial reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 31 Exponent shares in Q2 2026, an estimated $2.02K.
SBK Financial first reported a position in Exponent in Q1 2026 and held it in 1 quarter.
SBK Financial's Exponent position peaked at $2.02K in Q1 2026.
344 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.