Bedel Financial Consulting’s EXL Service EXLS Stock Holding History

Bedel Financial Consulting’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	$441K	Sell	17,057 -9,500	-36%	-$280K	0.04%	188
2026 Q1	$809K	Buy	26,557 +5,844	+28%	+$202K	0.09%	122
2025 Q4	$879K	Sell	20,713 -1,252	-6%	-$51.2K	0.09%	118
2025 Q3	$967K	Hold	21,965	–	–	0.12%	99
2025 Q2	$962K	Hold	21,965	–	–	0.13%	95
2025 Q1	$1.03M	Hold	21,965	–	–	0.15%	88
2024 Q4	$1.14M	Hold	21,965	–	–	0.16%	87
2024 Q3	$838K	Hold	21,965	–	–	0.12%	95
2024 Q2	$689K	Hold	21,965	–	–	0.1%	104
2024 Q1	$698K	Sell	21,965 -695	-3%	-$21.6K	0.11%	100
2023 Q4	$699K	Hold	22,660	–	–	0.13%	96
2023 Q3	$635K	Hold	22,660	–	–	0.13%	96
2023 Q2	$685K	Sell	22,660 -4,465	-16%	-$141K	0.14%	89
2023 Q1	$878K	Sell	27,125 -295	-1%	-$9.78K	0.21%	70
2022 Q4	$929K	Hold	27,420	–	–	0.23%	62
2022 Q3	$1M	Hold	27,420	–	–	0.27%	54
2022 Q2	$808K	Sell	27,420 -10,270	-27%	-$290K	0.24%	55
2022 Q1	$1.08M	Hold	37,690	–	–	0.34%	43
2021 Q4	$1.09M	Hold	37,690	–	–	0.34%	46
2021 Q3	$928K	Hold	37,690	–	–	0.32%	47
2021 Q2	$801K	Hold	37,690	–	–	0.28%	54
2021 Q1	$680K	Sell	37,690 -3,515	-9%	-$60K	0.26%	58
2020 Q4	$702K	Sell	41,205 -5,475	-12%	-$86.8K	0.31%	49
2020 Q3	$616K	Hold	46,680	–	–	0.31%	52
2020 Q2	$592K	Hold	46,680	–	–	0.32%	48
2020 Q1	$486K	Sell	46,680 -7,655	-14%	-$104K	0.32%	47
2019 Q4	$755K	Sell	54,335 -6,650	-11%	-$91K	0.43%	37
2019 Q3	$817K	Hold	60,985	–	–	0.49%	32
2019 Q2	$807K	Buy	60,985 +41,600	+215%	+$510K	0.49%	34
2019 Q1	$233K	Buy	+19,385	New	+$227K	0.15%	115

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

Bedel Financial Consulting's EXLS Position: Q2 2026 in Review

Bedel Financial Consulting reduced its EXL Service (EXLS) stake by 36% in Q2 2026, selling an estimated $280K and leaving 17,057 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #188.

Bedel Financial Consulting first reported a position in EXLS in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.14M in Q4 2024. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Bedel Financial Consulting held 17,057 shares of EXL Service worth $441K as of Q2 2026.
Bedel Financial Consulting sold 9,500 EXL Service shares in Q2 2026, an estimated $280K.
EXL Service made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #188 holding.
Bedel Financial Consulting first reported a position in EXL Service in Q1 2019 and has held it in 30 quarters since.
Bedel Financial Consulting's EXL Service position peaked at $1.14M in Q4 2024.
442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.