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Crewe Advisors’s EXL Service EXLS Stock Holding History

Crewe 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
Q1 		– Sell
-35
Closed -$1.49K – 1073
2025
Q4 		$1.49K Buy
+35
New +$1.43K ﹤0.01% 933
2024
Q2 		– Sell
-72
Closed -$2.29K – 971
2024
Q1 		$2.29K Buy
+72
New +$2.24K ﹤0.01% 841
2023
Q4 		– Sell
-4
Closed -$113 – 509
2023
Q3 		$113 Sell
4
-1
-20% -$29 ﹤0.01% 559
2023
Q2 		$152 Buy
+5
New +$158 ﹤0.01% 771

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Crewe Advisors's EXLS Position: Q1 2026 in Review

Crewe Advisors sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 35 shares — an estimated $1.49K sold.

Crewe Advisors first reported a position in EXLS in Q2 2023 and held it in 4 quarters. The position peaked at $2.29K in Q1 2024. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Crewe Advisors reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 35 EXL Service shares in Q1 2026, an estimated $1.49K.
  • Crewe Advisors first reported a position in EXL Service in Q2 2023 and held it in 4 quarters.
  • Crewe Advisors's EXL Service position peaked at $2.29K in Q1 2024.
  • 463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.