Advisornet Financial’s EXL Service EXLS Stock Holding History

Advisornet Financial’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 Q1	$1K	Buy	+33	New	+$1.14K	﹤0.01%	2011
2025 Q3	–	Sell	-3	Closed	-$131	–	2272
2025 Q2	$131	Hold	3	–	–	﹤0.01%	2166
2025 Q1	$142	Hold	3	–	–	﹤0.01%	2099
2024 Q4	$133	Sell	3 -46	-94%	-$1.99K	﹤0.01%	1911
2024 Q3	$1.87K	Hold	49	–	–	﹤0.01%	1769
2024 Q2	$1.54K	Buy	49 +35	+250%	+$1.05K	﹤0.01%	1686
2024 Q1	$445	Sell	14 -48	-77%	-$1.49K	﹤0.01%	1896
2023 Q4	$1.91K	Buy	62 +52	+520%	+$1.47K	﹤0.01%	1723
2023 Q3	$280	Sell	10 -20	-67%	-$585	﹤0.01%	2089
2023 Q2	$906	Buy	30 +25	+500%	+$789	﹤0.01%	1908
2023 Q1	$162	Sell	5 -20	-80%	-$663	﹤0.01%	2282
2022 Q4	$847	Buy	+25	New	+$869	﹤0.01%	1885

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisornet Financial's EXLS Position: Q1 2026 in Review

Advisornet Financial opened a new position in EXL Service (EXLS) in Q1 2026: 33 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2011 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in EXLS as recently as Q2 2025.

Advisornet Financial first reported a position in EXLS in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.91K in Q4 2023. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

Advisornet Financial held 33 shares of EXL Service worth $1K as of Q1 2026.
EXL Service was a new Advisornet Financial position in Q1 2026.
EXL Service made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2011 holding.
Advisornet Financial first reported a position in EXL Service in Q4 2022 and has held it in 12 quarters since.
Advisornet Financial's EXL Service position peaked at $1.91K in Q4 2023.
458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.