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Bartlett & Co Wealth Management’s EXL Service EXLS Stock Holding History

Bartlett & Co Wealth Management’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 		$104K Buy
+4,023
New +$118K ﹤0.01% 625
2022
Q4 		– Sell
-105
Closed -$3.1K – 1133
2022
Q3 		$3.1K Sell
105
-165
-61% -$5.38K ﹤0.01% 995
2022
Q2 		$7.96K Buy
+270
New +$7.63K ﹤0.01% 922
2021
Q1 		– Sell
-100
Closed -$1.7K – 1134
2020
Q4 		$1.7K Buy
+100
New +$1.59K ﹤0.01% 943

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 $3.37T AUM 44.26% 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

Bartlett & Co Wealth Management's EXLS Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in EXL Service (EXLS) in Q2 2026: 4,023 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in EXLS as recently as Q3 2022.

Bartlett & Co Wealth Management first reported a position in EXLS in Q4 2020 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Bartlett & Co Wealth Management held 4,023 shares of EXL Service worth $104K as of Q2 2026.
  • EXL Service was a new Bartlett & Co Wealth Management position in Q2 2026.
  • EXL Service made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #625 holding.
  • Bartlett & Co Wealth Management first reported a position in EXL Service in Q4 2020 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.