Trust Point Inc’s Exponent EXPO Stock Holding History

Trust Point Inc’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	–	Sell	-5,013	Closed	-$327K	–	524
2026 Q1	$327K	Buy	5,013 +545	+12%	+$38.7K	0.03%	363
2025 Q4	$310K	Sell	4,468 -506	-10%	-$35.5K	0.02%	362
2025 Q3	$346K	Buy	4,974 +372	+8%	+$26.6K	0.03%	329
2025 Q2	$344K	Sell	4,602 -1,780	-28%	-$138K	0.03%	270
2025 Q1	$517K	Sell	6,382 -4,747	-43%	-$414K	0.05%	211
2024 Q4	$992K	Sell	11,129 -1,451	-12%	-$146K	0.07%	157
2024 Q3	$1.45M	Buy	12,580 +360	+3%	+$37.7K	0.11%	102
2024 Q2	$1.16M	Buy	12,220 +1,450	+13%	+$131K	0.09%	122
2024 Q1	$891K	Buy	10,770 +2,019	+23%	+$167K	0.07%	179
2023 Q4	$770K	Buy	+8,751	New	+$717K	0.06%	176

Other funds holding EXPO

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Trust Point Inc's EXPO Position: Q2 2026 in Review

Trust Point Inc sold out of Exponent (EXPO) in Q2 2026, closing a stake of 5,013 shares — an estimated $327K sold.

Trust Point Inc first reported a position in EXPO in Q4 2023 and held it in 10 quarters. The position peaked at $1.45M in Q3 2024. 41 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Trust Point Inc reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
Trust Point Inc sold 5,013 Exponent shares in Q2 2026, an estimated $327K.
Trust Point Inc first reported a position in Exponent in Q4 2023 and held it in 10 quarters.
Trust Point Inc's Exponent position peaked at $1.45M in Q3 2024.
41 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.