Baird Financial Group
EXLS icon

Baird Financial Group’s EXL Service EXLS Stock Holding History

Baird Financial Group’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 		– Sell
-81,097
Closed -$3.44M – 1865
2025
Q4 		$3.44M Sell
81,097
-11,075
-12% -$453K 0.01% 860
2025
Q3 		$4.06M Sell
92,172
-17,744
-16% -$768K 0.01% 812
2025
Q2 		$4.81M Sell
109,916
-9,264
-8% -$423K 0.01% 732
2025
Q1 		$5.63M Buy
119,180
+10,230
+9% +$492K 0.01% 650
2024
Q4 		$4.84M Buy
108,950
+13,903
+15% +$601K 0.01% 687
2024
Q3 		$3.63M Sell
95,047
-2,057
-2% -$71.8K 0.01% 786
2024
Q2 		$3.05M Sell
97,104
-72,909
-43% -$2.19M 0.01% 831
2024
Q1 		$5.41M Buy
170,013
+53,006
+45% +$1.65M 0.01% 638
2023
Q4 		$3.61M Buy
+117,007
New +$3.31M 0.01% 750

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return