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Alliance Wealth Advisors (Utah)’s EXL Service EXLS Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$217K Sell
8,382
-1,432
-15% -$42.2K 0.04% 226
2026
Q1 		$299K Sell
9,814
-3,666
-27% -$126K 0.06% 186
2025
Q4 		$572K Sell
13,480
-5,100
-27% -$208K 0.12% 157
2025
Q3 		$818K Buy
18,580
+11,018
+146% +$477K 0.19% 136
2025
Q2 		$331K Buy
+7,562
New +$346K 0.08% 209

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 $3.38T AUM 44.17% 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

Alliance Wealth Advisors (Utah)'s EXLS Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its EXL Service (EXLS) stake by 15% in Q2 2026, selling an estimated $42.2K and leaving 8,382 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #226.

Alliance Wealth Advisors (Utah) first reported a position in EXLS in Q2 2025 and has held it in 5 quarters since. The position peaked at $818K in Q3 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 8,382 shares of EXL Service worth $217K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,432 EXL Service shares in Q2 2026, an estimated $42.2K.
  • EXL Service made up 0.04% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #226 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in EXL Service in Q2 2025 and has held it in 5 quarters since.
  • Alliance Wealth Advisors (Utah)'s EXL Service position peaked at $818K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.