SVB Wealth’s Exponent EXPO Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-987	Closed	-$80K	–	897
2025 Q1	$80K	Buy	+987	New	+$86K	﹤0.01%	454
2023 Q3	–	Sell	-2,204	Closed	-$206K	–	888
2023 Q2	$206K	Sell	2,204 -895	-29%	-$84.2K	﹤0.01%	817
2023 Q1	$309K	Sell	3,099 -34	-1%	-$3.46K	﹤0.01%	706
2022 Q4	$310K	Sell	3,133 -926	-23%	-$90K	﹤0.01%	734
2022 Q3	$356K	Buy	+4,059	New	+$385K	0.01%	626

Other funds holding EXPO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's EXPO Position: Q2 2025 in Review

SVB Wealth sold out of Exponent (EXPO) in Q2 2025, closing a stake of 987 shares — an estimated $80K sold.

SVB Wealth first reported a position in EXPO in Q3 2022 and held it in 5 quarters. The position peaked at $356K in Q3 2022. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

SVB Wealth reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 987 Exponent shares in Q2 2025, an estimated $80K.
SVB Wealth first reported a position in Exponent in Q3 2022 and held it in 5 quarters.
SVB Wealth's Exponent position peaked at $356K in Q3 2022.
368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.