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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s EXLS Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its EXL Service (EXLS) stake by 27% in Q1 2026, selling an estimated $126K and leaving 9,814 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #186.

Alliance Wealth Advisors (Utah) first reported a position in EXLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $818K in Q3 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 9,814 shares of EXL Service worth $299K as of Q1 2026.
  • Alliance Wealth Advisors (Utah) sold 3,666 EXL Service shares in Q1 2026, an estimated $126K.
  • EXL Service made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #186 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in EXL Service in Q2 2025 and has held it in 4 quarters since.
  • Alliance Wealth Advisors (Utah)'s EXL Service position peaked at $818K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.