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Balboa Wealth Partners’s EXL Service EXLS Stock Holding History

Balboa Wealth Partners’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
-5,140
Closed -$226K – 438
2025
Q3 		$226K Hold
5,140
– – 0.04% 330
2025
Q2 		$225K Hold
5,140
– – 0.05% 303
2025
Q1 		$243K Buy
5,140
+244
+5% +$11.7K 0.06% 229
2024
Q4 		$217K Buy
+4,896
New +$212K 0.05% 264

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return

Balboa Wealth Partners's EXLS Position: Q4 2025 in Review

Balboa Wealth Partners sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 5,140 shares — an estimated $226K sold.

Balboa Wealth Partners first reported a position in EXLS in Q4 2024 and held it in 4 quarters. The position peaked at $243K in Q1 2025. 466 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • Balboa Wealth Partners reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 5,140 EXL Service shares in Q4 2025, an estimated $226K.
  • Balboa Wealth Partners first reported a position in EXL Service in Q4 2024 and held it in 4 quarters.
  • Balboa Wealth Partners's EXL Service position peaked at $243K in Q1 2025.
  • 466 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on Balboa Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.