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Congress Wealth Management’s EXL Service EXLS Stock Holding History

Congress Wealth 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
2025
Q2 		$1.59M Buy
+36,222
New +$1.66M 0.02% 601

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Congress Wealth Management's EXLS Position: Q2 2025 in Review

Congress Wealth Management opened a new position in EXL Service (EXLS) in Q2 2025: 36,222 shares worth $1.59M. The stake represents 0.02% of the portfolio and ranks #601 among its holdings.

460 funds tracked by Wall St. Rank hold EXLS as of Q2 2025.

  • Congress Wealth Management held 36,222 shares of EXL Service worth $1.59M as of Q2 2025.
  • EXL Service was a new Congress Wealth Management position in Q2 2025.
  • EXL Service made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #601 holding.
  • 460 funds tracked by Wall St. Rank held EXL Service as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.