BWL
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Bogart Wealth LLC’s EXL Service EXLS Stock Holding History

Bogart Wealth LLC’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 		$4.54K Buy
+149
New +$5.14K ﹤0.01% 1087

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

Bogart Wealth LLC's EXLS Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in EXL Service (EXLS) in Q1 2026: 149 shares worth $4.54K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Bogart Wealth LLC held 149 shares of EXL Service worth $4.54K as of Q1 2026.
  • EXL Service was a new Bogart Wealth LLC position in Q1 2026.
  • EXL Service made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1087 holding.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.