VF
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Vest Financial’s Exponent EXPO Stock Holding History

Vest Financial’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 		$4.74M Buy
80,710
+12,147
+18% +$746K 0.05% 265
2026
Q1 		$4.47M Buy
68,563
+6,213
+10% +$442K 0.05% 255
2025
Q4 		$4.33M Buy
62,350
+25,537
+69% +$1.79M 0.05% 238
2025
Q3 		$2.56M Buy
36,813
+22,503
+157% +$1.61M 0.03% 285
2025
Q2 		$1.07M Buy
+14,310
New +$1.11M 0.02% 339

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
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

Vest Financial's EXPO Position: Q2 2026 in Review

Vest Financial increased its Exponent (EXPO) stake by 18% in Q2 2026, buying an estimated $746K and bringing the position to 80,710 shares worth $4.74M. The position accounts for 0.05% of the portfolio, ranked #265.

Vest Financial first reported a position in EXPO in Q2 2025 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Vest Financial held 80,710 shares of Exponent worth $4.74M as of Q2 2026.
  • Vest Financial bought 12,147 Exponent shares in Q2 2026, an estimated $746K.
  • Exponent made up 0.05% of Vest Financial's portfolio in Q2 2026, its #265 holding.
  • Vest Financial first reported a position in Exponent in Q2 2025 and has held it in 5 quarters since.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.