Wealth Preservation Advisors’s Expensify EXFY Stock Holding History

Wealth Preservation Advisors’s Portfolio EXFY Stock Details EXFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-139	Closed	-$121	–	358
2026 Q1	$121	Buy	+139	New	+$165	﹤0.01%	913

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Wealth Preservation Advisors's EXFY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Expensify (EXFY) in Q2 2026, closing a stake of 139 shares — an estimated $121 sold.

Wealth Preservation Advisors first reported a position in EXFY in Q1 2026 and held it in 1 quarter. The position peaked at $121 in Q1 2026. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Wealth Preservation Advisors reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 139 Expensify shares in Q2 2026, an estimated $121.
Wealth Preservation Advisors first reported a position in Expensify in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Expensify position peaked at $121 in Q1 2026.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.