Summit Securities Group’s Exponent EXPO Stock Holding History

Summit Securities Group’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	$16.2K	Buy	+247	New	+$16.3K	﹤0.01%	720

Other funds holding EXPO

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Summit Securities Group's EXPO Position: Q3 2026 in Review

Summit Securities Group opened a new position in Exponent (EXPO) in Q3 2026: 247 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings.

157 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

Summit Securities Group held 247 shares of Exponent worth $16.2K as of Q3 2026.
Exponent was a new Summit Securities Group position in Q3 2026.
Exponent made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #720 holding.
157 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.