EXP EAGLE

Ownership history in Trust Point Inc.  ·  10 quarters on record

AI Ownership Summary

Trust Point Inc. reported EAGLE (EXP) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows EXP 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 EXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trust Point Inc.'s position in EAGLE, 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

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

High-water mark
Peak Conviction
0.05% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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.

How Trust Point Inc. held EXP — position size vs. price
% of Fund (quarterly)    EXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,437 -67 -4.5% 0.02% $272K 2026-04-15 $197.10
2025 Q4 REDUCED 1,504 -171 -10.2% 0.02% $311K 2026-01-13 $237.54
2025 Q3 ADDED 1,675 +92 +5.8% 0.03% $390K 2025-10-10 $227.75
2025 Q2 REDUCED 1,583 -64 -3.9% 0.03% $320K 2025-07-10 $225.86
2025 Q1 REDUCED 1,647 -1,216 -42.5% 0.03% $366K 2025-04-17 $215.35
2024 Q4 ADDED 2,863 +630 +28.2% 0.05% $706K 2025-01-24 $260.57
2024 Q3 ADDED 2,233 +5 +0.2% 0.05% $642K 2024-10-17 $302.26
2024 Q2 REDUCED 2,228 -73 -3.2% 0.04% $485K 2024-07-24 $225.64
2024 Q1 ADDED 2,301 +13 +0.6% 0.05% $625K 2024-04-19 $236.08
2023 Q4 INITIATED 2,288 0.04% $464K 2024-01-23 $204.39

FAQ About Trust Point Inc. and EXP

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

How long has Trust Point Inc. reported owning EXP?

Trust Point Inc. reported EXP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXP position in Trust Point Inc.'s portfolio?

The largest reported portfolio weight for EXP was 0.05% in 2024 Q1.

What is the latest reported EXP position on this page?

The most recent filing on this page is 2026 Q1, when Trust Point Inc. reported 1,437 shares, equal to 0.02% of portfolio, with an estimated market value of $272K.

What does the chart on this EXP ownership page compare?

The chart compares Trust Point Inc.'s quarterly EXP 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.

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