CFO
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Callan Family Office’s EXL Service EXLS Stock Holding History

Callan Family Office’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 		$369K Sell
14,263
-504
-3% -$14.8K 0.01% 928
2026
Q1 		$450K Buy
14,767
+7,619
+107% +$263K 0.01% 804
2025
Q4 		$303K Buy
+7,148
New +$292K 0.01% 926

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 $3.38T AUM 44.17% 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

Callan Family Office's EXLS Position: Q2 2026 in Review

Callan Family Office reduced its EXL Service (EXLS) stake by 3.4% in Q2 2026, selling an estimated $14.8K and leaving 14,263 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #928.

Callan Family Office first reported a position in EXLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $450K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Callan Family Office held 14,263 shares of EXL Service worth $369K as of Q2 2026.
  • Callan Family Office sold 504 EXL Service shares in Q2 2026, an estimated $14.8K.
  • EXL Service made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #928 holding.
  • Callan Family Office first reported a position in EXL Service in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's EXL Service position peaked at $450K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.