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 Q2	$399K	Hold	4,298	–	–	0.06%	157
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

SevenBridge Financial Group's EXE Position: Q2 2026 in Review

SevenBridge Financial Group held its Expand Energy Corp (EXE) position steady in Q2 2026 at 4,298 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #157.

SevenBridge Financial Group first reported a position in EXE in Q1 2024 and has held it in 10 quarters since. The position peaked at $806K in Q4 2024. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

SevenBridge Financial Group held 4,298 shares of Expand Energy Corp worth $399K as of Q2 2026.
SevenBridge Financial Group left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up 0.06% of SevenBridge Financial Group's portfolio in Q2 2026, its #157 holding.
SevenBridge Financial Group first reported a position in Expand Energy Corp in Q1 2024 and has held it in 10 quarters since.
SevenBridge Financial Group's Expand Energy Corp position peaked at $806K in Q4 2024.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.