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BOLTON SECURITIES CORPORATION’s Exponent EXPO Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$59.5K Sell
909
-55
-6% -$3.63K ﹤0.01% 1292
2026
Q2 		$56.6K Sell
964
-450
-32% -$27.6K ﹤0.01% 1291
2026
Q1 		$92.3K Buy
+1,414
New +$100K ﹤0.01% 1049
2025
Q3 		$126K Buy
+1,818
New +$130K 0.01% 882
2025
Q1 		$387K Buy
+4,776
New +$416K 0.02% 542

Other funds holding EXPO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Resona Asset Management
Resona Asset Management Koto-Ku,tokyo, Japan $21.2B AUM 30.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EXPO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Exponent (EXPO) stake by 5.7% in Q3 2026, selling an estimated $3.63K and leaving 909 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

BOLTON SECURITIES CORPORATION first reported a position in EXPO in Q1 2025 and has held it in 5 quarters since. The position peaked at $387K in Q1 2025. 222 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 909 shares of Exponent worth $59.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 55 Exponent shares in Q3 2026, an estimated $3.63K.
  • Exponent made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1292 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Exponent in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Exponent position peaked at $387K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.