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Concord Wealth Partners’s EXL Service EXLS Stock Holding History

Concord Wealth Partners’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 		$26 Buy
+1
New +$29 ﹤0.01% 878
2026
Q1 		– Sell
-1
Closed -$42 – 382
2025
Q4 		$42 Hold
1
– – ﹤0.01% 834
2025
Q3 		$44 Hold
1
– – ﹤0.01% 815
2025
Q2 		$44 Buy
+1
New +$46 ﹤0.01% 845

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

Concord Wealth Partners's EXLS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in EXL Service (EXLS) in Q2 2026: 1 share worth $26. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EXLS as recently as Q4 2025.

Concord Wealth Partners first reported a position in EXLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $44 in Q3 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Concord Wealth Partners held 1 share of EXL Service worth $26 as of Q2 2026.
  • EXL Service was a new Concord Wealth Partners position in Q2 2026.
  • EXL Service made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #878 holding.
  • Concord Wealth Partners first reported a position in EXL Service in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's EXL Service position peaked at $44 in Q3 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.