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Transamerica Financial Advisors’s Exponent EXPO Stock Holding History

Transamerica Financial Advisors’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
2026
Q2 		$8.46K Buy
144
+39
+37% +$2.39K ﹤0.01% 1024
2026
Q1 		$6.88K Buy
105
+50
+91% +$3.55K ﹤0.01% 986
2025
Q4 		$3.79K Buy
55
+2
+4% +$140 ﹤0.01% 1008
2025
Q3 		$3.64K Buy
+53
New +$3.79K ﹤0.01% 929

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transamerica Financial Advisors's EXPO Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Exponent (EXPO) stake by 37% in Q2 2026, buying an estimated $2.39K and bringing the position to 144 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Transamerica Financial Advisors first reported a position in EXPO in Q3 2025 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Transamerica Financial Advisors held 144 shares of Exponent worth $8.46K as of Q2 2026.
  • Transamerica Financial Advisors bought 39 Exponent shares in Q2 2026, an estimated $2.39K.
  • Exponent made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1024 holding.
  • Transamerica Financial Advisors first reported a position in Exponent in Q3 2025 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.