HANTZ FINANCIAL SERVICES, INC. EXPGY — Experian plc ADR

Ownership history in HANTZ FINANCIAL SERVICES, INC.  ·  8 quarters on record

AI Ownership Summary

HANTZ FINANCIAL SERVICES, INC. reported Experian plc ADR (EXPGY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q2. The latest visible filing shows EXPGY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EXPGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HANTZ FINANCIAL SERVICES, INC.'s position in Experian plc ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EXPGY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXPGY stock page HANTZ FINANCIAL SERVICES, INC. fund profile HANTZ FINANCIAL SERVICES, INC. full holdings
How HANTZ FINANCIAL SERVICES, INC. held EXPGY — position size vs. price
% of Fund (quarterly)    EXPGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,984 +16,578 +81.2% 0.02% $1K 2026-05-01 $36.88
2025 Q4 REDUCED 9.1% -22.6% ✅ 20,406 -2,045 -9.1% 0.01% $922K 2026-02-09 $34.11
2025 Q3 REDUCED 5.2% -7.6% ✅ 22,451 -1,223 -5.2% 0.02% $1.1M 2025-11-05 $47.05
2025 Q2 REDUCED 70.3% -3.1% ✅ 23,674 -55,949 -70.3% 0.02% $1.2M 2025-08-04 $52.35
2025 Q1 REDUCED — — — 79,623 -3,890 -4.7% 0.06% $3.7M 2025-05-12 $51.22
2024 Q4 REDUCED 7.7% +9.1% ❌ 83,513 -6,971 -7.7% 0.06% $3.6M 2025-01-23 $46.39
2024 Q3 REDUCED 21.1% -18.9% ✅ 90,484 -24,187 -21.1% 0.08% $4.8M 2024-11-14 $45.67
2024 Q2 INITIATED — — — 114,671 — — 0.10% $5.3M 2024-07-30 $45.99

🏢 Other funds also holding EXPGY

As of 2026 Q1 — sorted by position size

Azimuth Capital Investment Management LLC 3Y 0.17% Aristotle Capital Management, LLC 3Y 7Y 0.1% Henry James International Management Inc. 3Y 7Y 0.1% SkyView Investment Advisors, LLC 3Y 0.08% Calydon Capital 3Y 7Y 0.03% Sustainable Growth Advisers, LP 3Y 7Y 0.02% GAMMA Investing LLC 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.0% Salomon & Ludwin, LLC 3Y 7Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0%

FAQ About HANTZ FINANCIAL SERVICES, INC. and EXPGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has HANTZ FINANCIAL SERVICES, INC. reported owning EXPGY?

HANTZ FINANCIAL SERVICES, INC. reported EXPGY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported EXPGY position in HANTZ FINANCIAL SERVICES, INC.'s portfolio?

The largest reported portfolio weight for EXPGY was 0.10% in 2024 Q2.

What is the latest reported EXPGY position on this page?

The most recent filing on this page is 2026 Q1, when HANTZ FINANCIAL SERVICES, INC. reported 36,984 shares, equal to 0.02% of portfolio, with an estimated market value of $1K.

What does the chart on this EXPGY ownership page compare?

The chart compares HANTZ FINANCIAL SERVICES, INC.'s quarterly EXPGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HANTZ FINANCIAL SERVICES, INC. time their EXPGY position?

Based on 13F filing dates vs. subsequent EXPGY price moves, HANTZ FINANCIAL SERVICES, INC. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on EXPGY relative to SPY over the holding period was -26.0%.

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