CoreCap Advisors’s EXL Service EXLS Stock Holding History

CoreCap Advisors’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 Q3	$17.2K	Buy	500 +202	+68%	+$6.73K	﹤0.01%	1860
2026 Q2	$7.71K	Buy	+298	New	+$8.78K	﹤0.01%	2160
2025 Q3	–	Sell	-143	Closed	-$6.26K	–	2835
2025 Q2	$6.26K	Sell	143 -15,712	-99%	-$718K	﹤0.01%	2052
2025 Q1	$748K	Buy	+15,855	New	+$763K	0.03%	393
2022 Q4	$2.03K	Buy	+60	New	+$2.08K	﹤0.01%	1932
2022 Q3	–	Sell	-60	Closed	-$2K	–	1013
2022 Q2	$2K	Buy	+60	New	+$1.7K	﹤0.01%	1855
2022 Q1	–	Sell	-60	Closed	-$2K	–	1020
2021 Q4	$2K	Buy	+60	New	+$1.58K	﹤0.01%	1945

Other funds holding EXLS

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CoreCap Advisors's EXLS Position: Q3 2026 in Review

CoreCap Advisors increased its EXL Service (EXLS) stake by 68% in Q3 2026, buying an estimated $6.73K and bringing the position to 500 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

CoreCap Advisors first reported a position in EXLS in Q4 2021 and has held it in 7 quarters since. The position peaked at $748K in Q1 2025. 14 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

CoreCap Advisors held 500 shares of EXL Service worth $17.2K as of Q3 2026.
CoreCap Advisors bought 202 EXL Service shares in Q3 2026, an estimated $6.73K.
EXL Service made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1860 holding.
CoreCap Advisors first reported a position in EXL Service in Q4 2021 and has held it in 7 quarters since.
CoreCap Advisors's EXL Service position peaked at $748K in Q1 2025.
14 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.