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Basecamp Wealth Advisors’s EXL Service EXLS Stock Holding History

Basecamp 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
2026
Q2 		$5.46K Sell
211
-264
-56% -$7.78K ﹤0.01% 1157
2026
Q1 		$14.5K Buy
475
+441
+1,297% +$15.2K ﹤0.01% 922
2025
Q4 		$1.44K Buy
+34
New +$1.39K ﹤0.01% 1423

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

Basecamp Wealth Advisors's EXLS Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its EXL Service (EXLS) stake by 56% in Q2 2026, selling an estimated $7.78K and leaving 211 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Basecamp Wealth Advisors first reported a position in EXLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.5K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Basecamp Wealth Advisors held 211 shares of EXL Service worth $5.46K as of Q2 2026.
  • Basecamp Wealth Advisors sold 264 EXL Service shares in Q2 2026, an estimated $7.78K.
  • EXL Service made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1157 holding.
  • Basecamp Wealth Advisors first reported a position in EXL Service in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's EXL Service position peaked at $14.5K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.