Toth Financial Advisory’s Eagle Materials EXP Stock Holding History

Toth Financial Advisory’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 Q3	$85.5K	Hold	500	–	–	0.01%	316
2026 Q2	$113K	Hold	500	–	–	0.01%	284
2026 Q1	$94.7K	Hold	500	–	–	0.01%	285
2025 Q4	$103K	Hold	500	–	–	0.01%	261
2025 Q3	$117K	Hold	500	–	–	0.01%	254
2025 Q2	$101K	Hold	500	–	–	0.01%	243
2025 Q1	$111K	Sell	500 -6	-1%	-$1.42K	0.01%	235
2024 Q4	$125K	Hold	506	–	–	0.01%	223
2024 Q3	$146K	Hold	506	–	–	0.02%	214
2024 Q2	$110K	Hold	506	–	–	0.01%	231
2024 Q1	$138K	Buy	506 +6	+1%	+$1.42K	0.02%	217
2023 Q4	$101K	Hold	500	–	–	0.01%	236
2023 Q3	$83.3K	Hold	500	–	–	0.01%	227
2023 Q2	$93.2K	Hold	500	–	–	0.01%	225
2023 Q1	$73.4K	Buy	500 +250	+100%	+$35.4K	0.01%	244
2022 Q4	$33.2K	Hold	250	–	–	0.01%	326
2022 Q3	$27K	Hold	250	–	–	﹤0.01%	344
2022 Q2	$27K	Sell	250 -5,750	-96%	-$707K	﹤0.01%	336
2022 Q1	$770K	Sell	6,000 -625	-9%	-$88.7K	0.12%	134
2021 Q4	$1.1M	Buy	6,625 +2,325	+54%	+$357K	0.15%	118
2021 Q3	$564K	Buy	4,300 +300	+8%	+$43.1K	0.09%	143
2021 Q2	$568K	Hold	4,000	–	–	0.09%	144
2021 Q1	$538K	Buy	+4,000	New	+$485K	0.09%	156

Other funds holding EXP

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's EXP Position: Q3 2026 in Review

Toth Financial Advisory held its Eagle Materials (EXP) position steady in Q3 2026 at 500 shares worth $85.5K. The position accounts for 0.01% of the portfolio, ranked #316.

Toth Financial Advisory first reported a position in EXP in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.1M in Q4 2021. 17 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

Toth Financial Advisory held 500 shares of Eagle Materials worth $85.5K as of Q3 2026.
Toth Financial Advisory left its Eagle Materials share count unchanged in Q3 2026.
Eagle Materials made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #316 holding.
Toth Financial Advisory first reported a position in Eagle Materials in Q1 2021 and has held it in 23 quarters since.
Toth Financial Advisory's Eagle Materials position peaked at $1.1M in Q4 2021.
17 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.