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Belpointe Asset Management’s EXL Service EXLS Stock Holding History

Belpointe Asset 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
Q1 		$481K Sell
15,782
-12,740
-45% -$439K 0.02% 695
2025
Q4 		$1.21M Buy
+28,522
New +$1.17M 0.04% 359
2023
Q2 		– Sell
-2,845
Closed -$92.1K – 1446
2023
Q1 		$92.1K Sell
2,845
-1,295
-31% -$42.9K 0.01% 1359
2022
Q4 		$140K Buy
+4,140
New +$144K 0.01% 1057

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Belpointe Asset Management's EXLS Position: Q1 2026 in Review

Belpointe Asset Management reduced its EXL Service (EXLS) stake by 45% in Q1 2026, selling an estimated $439K and leaving 15,782 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #695.

Belpointe Asset Management first reported a position in EXLS in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.21M in Q4 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Belpointe Asset Management held 15,782 shares of EXL Service worth $481K as of Q1 2026.
  • Belpointe Asset Management sold 12,740 EXL Service shares in Q1 2026, an estimated $439K.
  • EXL Service made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #695 holding.
  • Belpointe Asset Management first reported a position in EXL Service in Q4 2022 and has held it in 4 quarters since.
  • Belpointe Asset Management's EXL Service position peaked at $1.21M in Q4 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.