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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
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

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's EXLS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its EXL Service (EXLS) stake by 89% in Q2 2026, selling an estimated $7.16K and leaving 30 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Cornerstone Planning Group first reported a position in EXLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.53K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Cornerstone Planning Group held 30 shares of EXL Service worth $805 as of Q2 2026.
  • Cornerstone Planning Group sold 243 EXL Service shares in Q2 2026, an estimated $7.16K.
  • EXL Service made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1558 holding.
  • Cornerstone Planning Group first reported a position in EXL Service in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's EXL Service position peaked at $8.53K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.