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TFC Financial Management’s Exponent EXPO Stock Holding History

TFC Financial Management’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
Q1 		– Sell
-1
Closed -$90 – 985
2024
Q4 		$90 Hold
1
– – ﹤0.01% 852
2024
Q3 		$116 Hold
1
– – ﹤0.01% 822
2024
Q2 		$96 Buy
+1
New +$90 ﹤0.01% 831

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

TFC Financial Management's EXPO Position: Q1 2025 in Review

TFC Financial Management sold out of Exponent (EXPO) in Q1 2025, closing a stake of 1 share — an estimated $90 sold.

TFC Financial Management first reported a position in EXPO in Q2 2024 and held it in 3 quarters. The position peaked at $116 in Q3 2024. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

  • TFC Financial Management reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Exponent share in Q1 2025, an estimated $90.
  • TFC Financial Management first reported a position in Exponent in Q2 2024 and held it in 3 quarters.
  • TFC Financial Management's Exponent position peaked at $116 in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.