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B. Riley Wealth Advisors’s EXL Service EXLS Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-4,594
Closed -$202K – 1077
2025
Q3 		$202K Buy
+4,594
New +$199K 0.01% 893
2023
Q2 		– Sell
-8,120
Closed -$263K – 1570
2023
Q1 		$263K Sell
8,120
-25
-0.3% -$829 0.01% 1135
2022
Q4 		$276K Sell
8,145
-360
-4% -$12.5K 0.01% 1086
2022
Q3 		$251K Buy
+8,505
New +$278K 0.01% 1111

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's EXLS Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 4,594 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in EXLS in Q3 2022 and held it in 4 quarters. The position peaked at $276K in Q4 2022. 465 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,594 EXL Service shares in Q4 2025, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in EXL Service in Q3 2022 and held it in 4 quarters.
  • B. Riley Wealth Advisors's EXL Service position peaked at $276K in Q4 2022.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.