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Action Point Financial Planning’s EXL Service EXLS Stock Holding History

Action Point Financial Planning’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
Q2 		$1.71K Buy
+68
New +$2K ﹤0.01% 2312

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Action Point Financial Planning's EXLS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in EXL Service (EXLS) in Q2 2026: 68 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #2312 among its holdings.

439 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Action Point Financial Planning held 68 shares of EXL Service worth $1.71K as of Q2 2026.
  • EXL Service was a new Action Point Financial Planning position in Q2 2026.
  • EXL Service made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2312 holding.
  • 439 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.