Cornerstone Planning Group
EXLS icon

Cornerstone Planning Group’s EXL Service EXLS Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-30
Closed -$805 – 659
2026
Q2 		$805 Sell
30
-243
-89% -$7.16K ﹤0.01% 1558
2026
Q1 		$8.53K Buy
273
+270
+9,000% +$9.31K ﹤0.01% 946
2025
Q4 		$119 Buy
+3
New +$123 ﹤0.01% 1650

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cornerstone Planning Group's EXLS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of EXL Service (EXLS) in Q3 2026, closing a stake of 30 shares — an estimated $805 sold.

Cornerstone Planning Group first reported a position in EXLS in Q4 2025 and held it in 3 quarters. The position peaked at $8.53K in Q1 2026. 87 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining EXL Service position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 30 EXL Service shares in Q3 2026, an estimated $805.
  • Cornerstone Planning Group first reported a position in EXL Service in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's EXL Service position peaked at $8.53K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.