Congress Asset Management’s EXL Service EXLS Stock Holding History

Congress Asset Management’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	$13.1M	Buy	505,204 +3,060	+0.6%	+$90.1K	0.08%	194
2026 Q1	$15.3M	Buy	502,144 +7,103	+1%	+$245K	0.11%	168
2025 Q4	$21M	Buy	495,041 +56,508	+13%	+$2.31M	0.15%	140
2025 Q3	$19.3M	Buy	438,533 +265,348	+153%	+$11.5M	0.13%	142
2025 Q2	$7.58M	Buy	+173,185	New	+$7.91M	0.05%	205

Other funds holding EXLS

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return