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Sun Financial’s Expeditors International EXPD Stock Holding History

Sun Financial’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,211
Closed -$340K – 167
2026
Q1 		$340K Sell
2,211
-116
-5% -$17.6K 0.17% 116
2025
Q4 		$347K Buy
+2,327
New +$317K 0.19% 115

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sun Financial's EXPD Position: Q2 2026 in Review

Sun Financial sold out of Expeditors International (EXPD) in Q2 2026, closing a stake of 2,211 shares — an estimated $340K sold.

Sun Financial first reported a position in EXPD in Q4 2025 and held it in 2 quarters. The position peaked at $347K in Q4 2025. 959 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Sun Financial reported no remaining Expeditors International position as of Q2 2026 after selling out during the quarter.
  • Sun Financial sold 2,211 Expeditors International shares in Q2 2026, an estimated $340K.
  • Sun Financial first reported a position in Expeditors International in Q4 2025 and held it in 2 quarters.
  • Sun Financial's Expeditors International position peaked at $347K in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

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