SevenBridge Financial Group’s Expand Energy Corp EXE Stock Holding History

SevenBridge Financial Group’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 Q1	$414K	Hold	4,298	–	–	0.06%	152
2025 Q4	$483K	Sell	4,298 -1,205	-22%	-$134K	0.08%	143
2025 Q3	$657K	Sell	5,503 -1,532	-22%	-$154K	0.11%	132
2025 Q2	$675K	Sell	7,035 -175	-2%	-$19.5K	0.12%	135
2025 Q1	$800K	Sell	7,210 -410	-5%	-$42.7K	0.16%	132
2024 Q4	$806K	Sell	7,620 -150	-2%	-$13.8K	0.15%	120
2024 Q3	$744K	Sell	7,770 -150	-2%	-$11.5K	0.14%	123
2024 Q2	$560K	Buy	7,920 +1,145	+17%	+$101K	0.12%	128
2024 Q1	$587K	Buy	+6,775	New	+$544K	0.13%	124

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SevenBridge Financial Group's EXE Position: Q1 2026 in Review

SevenBridge Financial Group held its Expand Energy Corp (EXE) position steady in Q1 2026 at 4,298 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #152.

SevenBridge Financial Group first reported a position in EXE in Q1 2024 and has held it in 9 quarters since. The position peaked at $806K in Q4 2024. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

SevenBridge Financial Group held 4,298 shares of Expand Energy Corp worth $414K as of Q1 2026.
SevenBridge Financial Group left its Expand Energy Corp share count unchanged in Q1 2026.
Expand Energy Corp made up 0.06% of SevenBridge Financial Group's portfolio in Q1 2026, its #152 holding.
SevenBridge Financial Group first reported a position in Expand Energy Corp in Q1 2024 and has held it in 9 quarters since.
SevenBridge Financial Group's Expand Energy Corp position peaked at $806K in Q4 2024.
891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.