STA
EXP icon

Summit Trail Advisors’s Eagle Materials EXP Stock Holding History

Summit Trail Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$544K Buy
2,418
+411
+20% +$85.9K 0.01% 1197
2026
Q1 		$380K Buy
2,007
+586
+41% +$125K 0.01% 1251
2025
Q4 		$294K Buy
1,421
+375
+36% +$82.8K 0.01% 1208
2025
Q3 		$244K Buy
+1,046
New +$237K ﹤0.01% 1249
2018
Q1 		– Sell
-218
Closed -$26K – 831
2017
Q4 		$26K Buy
+218
New +$23.6K ﹤0.01% 972

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's EXP Position: Q2 2026 in Review

Summit Trail Advisors increased its Eagle Materials (EXP) stake by 20% in Q2 2026, buying an estimated $85.9K and bringing the position to 2,418 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #1197.

Summit Trail Advisors first reported a position in EXP in Q4 2017 and has held it in 5 quarters since. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Summit Trail Advisors held 2,418 shares of Eagle Materials worth $544K as of Q2 2026.
  • Summit Trail Advisors bought 411 Eagle Materials shares in Q2 2026, an estimated $85.9K.
  • Eagle Materials made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1197 holding.
  • Summit Trail Advisors first reported a position in Eagle Materials in Q4 2017 and has held it in 5 quarters since.
  • 534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.