CIBC Private Wealth Group
EXLS icon

CIBC Private Wealth Group’s EXL Service EXLS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$52.4K Sell
1,234
-349
-22% -$14.3K ﹤0.01% 1759
2025
Q3 		$69.7K Buy
1,583
+614
+63% +$26.6K ﹤0.01% 1643
2025
Q2 		$42.4K Sell
969
-51
-5% -$2.33K ﹤0.01% 1731
2025
Q1 		$42.7K Buy
1,020
+69
+7% +$3.32K ﹤0.01% 1679
2024
Q4 		$43.1K Sell
951
-218
-19% -$9.43K ﹤0.01% 1731
2024
Q3 		$44.6K Sell
1,169
-60
-5% -$2.1K ﹤0.01% 1820
2024
Q2 		$39.2K Hold
1,229
– – ﹤0.01% 1773
2024
Q1 		$38.5K Buy
+1,229
New +$38.2K ﹤0.01% 1775

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's EXLS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its EXL Service (EXLS) stake by 22% in Q4 2025, selling an estimated $14.3K and leaving 1,234 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

CIBC Private Wealth Group first reported a position in EXLS in Q1 2024 and has held it in 8 quarters since. The position peaked at $69.7K in Q3 2025. 465 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • CIBC Private Wealth Group held 1,234 shares of EXL Service worth $52.4K as of Q4 2025.
  • CIBC Private Wealth Group sold 349 EXL Service shares in Q4 2025, an estimated $14.3K.
  • EXL Service made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1759 holding.
  • CIBC Private Wealth Group first reported a position in EXL Service in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's EXL Service position peaked at $69.7K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.