DT
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Diversified Trust’s EXL Service EXLS Stock Holding History

Diversified Trust’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 		– Sell
-7,441
Closed -$227K – 1146
2026
Q1 		$227K Buy
7,441
+371
+5% +$12.8K ﹤0.01% 937
2025
Q4 		$300K Hold
7,070
– – 0.01% 833
2025
Q3 		$311K Hold
7,070
– – 0.01% 790
2025
Q2 		$310K Sell
7,070
-32
-0.5% -$1.46K 0.01% 745
2025
Q1 		$335K Buy
7,102
+31
+0.4% +$1.49K 0.01% 704
2024
Q4 		$314K Buy
7,071
+1
+0% +$43 0.01% 733
2024
Q3 		$270K Sell
7,070
-45
-0.6% -$1.57K 0.01% 755
2024
Q2 		$223K Buy
7,115
+50
+0.7% +$1.5K 0.01% 762
2024
Q1 		$225K Sell
7,065
-30
-0.4% -$933 0.01% 727
2023
Q4 		$219K Sell
7,095
-2,761
-28% -$78.2K 0.01% 759
2023
Q3 		$276K Sell
9,856
-4,409
-31% -$129K 0.01% 647
2023
Q2 		$431K Hold
14,265
– – 0.02% 518
2023
Q1 		$462K Buy
14,265
+7,155
+101% +$237K 0.02% 493
2022
Q4 		$241K Hold
7,110
– – 0.01% 668
2022
Q3 		$210K Hold
7,110
– – 0.01% 685
2022
Q2 		$210K Buy
+7,110
New +$201K 0.01% 670
2021
Q2 		– Sell
-13,910
Closed -$251K – 824
2021
Q1 		$251K Buy
13,910
+135
+1% +$2.3K 0.01% 614
2020
Q4 		$235K Buy
+13,775
New +$218K 0.01% 602

Other funds holding EXLS

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's EXLS Position: Q2 2026 in Review

Diversified Trust sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 7,441 shares — an estimated $227K sold.

Diversified Trust first reported a position in EXLS in Q4 2020 and held it in 18 quarters. The position peaked at $462K in Q1 2023. 41 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Diversified Trust reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 7,441 EXL Service shares in Q2 2026, an estimated $227K.
  • Diversified Trust first reported a position in EXL Service in Q4 2020 and held it in 18 quarters.
  • Diversified Trust's EXL Service position peaked at $462K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.