SPL
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Superior Planning, LLC’s EXL Service EXLS Stock Holding History

Superior Planning, LLC’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.92K Buy
+114
New +$3.8K ﹤0.01% 1303

Other funds holding EXLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's EXLS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in EXL Service (EXLS) in Q3 2026: 114 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings.

303 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Superior Planning, LLC held 114 shares of EXL Service worth $3.92K as of Q3 2026.
  • EXL Service was a new Superior Planning, LLC position in Q3 2026.
  • EXL Service made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1303 holding.
  • 303 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.