Cetera Investment Advisers
EXLS icon

Cetera Investment Advisers’s EXL Service EXLS Stock Holding History

Cetera Investment Advisers’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 		$1.8M Sell
69,743
-3,637
-5% -$107K ﹤0.01% 2467
2026
Q1 		$2.23M Sell
73,380
-2,712
-4% -$93.5K ﹤0.01% 2189
2025
Q4 		$3.23M Sell
76,092
-3,277
-4% -$134K ﹤0.01% 1799
2025
Q3 		$3.49M Buy
79,369
+54,705
+222% +$2.37M ﹤0.01% 1698
2025
Q2 		$1.08M Buy
24,664
+2,329
+10% +$106K ﹤0.01% 2319
2025
Q1 		$1.05M Buy
22,335
+2,392
+12% +$115K ﹤0.01% 2220
2024
Q4 		$885K Buy
19,943
+958
+5% +$41.4K ﹤0.01% 2247
2024
Q3 		$724K Buy
18,985
+5,399
+40% +$189K ﹤0.01% 2352
2024
Q2 		$426K Buy
13,586
+571
+4% +$17.1K ﹤0.01% 2719
2024
Q1 		$414K Buy
+13,015
New +$405K ﹤0.01% 2764
2022
Q2 		– Sell
-13,875
Closed -$398K – 1863
2022
Q1 		$398K Sell
13,875
-11,730
-46% -$298K 0.01% 1318
2021
Q4 		$741K Buy
+25,605
New +$674K 0.01% 951

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

Cetera Investment Advisers's EXLS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its EXL Service (EXLS) stake by 5% in Q2 2026, selling an estimated $107K and leaving 69,743 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Cetera Investment Advisers first reported a position in EXLS in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.49M in Q3 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Cetera Investment Advisers held 69,743 shares of EXL Service worth $1.8M as of Q2 2026.
  • Cetera Investment Advisers sold 3,637 EXL Service shares in Q2 2026, an estimated $107K.
  • EXL Service made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2467 holding.
  • Cetera Investment Advisers first reported a position in EXL Service in Q4 2021 and has held it in 12 quarters since.
  • Cetera Investment Advisers's EXL Service position peaked at $3.49M in Q3 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.