DAS
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Diversify Advisory Services’s EXL Service EXLS Stock Holding History

Diversify Advisory Services’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
-9,451
Closed -$404K – 431
2025
Q4 		$404K Buy
9,451
+1,083
+13% +$44.3K 0.01% 668
2025
Q3 		$328K Buy
8,368
+1,750
+26% +$75.8K 0.01% 693
2025
Q2 		$282K Buy
+6,618
New +$302K 0.01% 698

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Diversify Advisory Services's EXLS Position: Q1 2026 in Review

Diversify Advisory Services sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 9,451 shares — an estimated $404K sold.

Diversify Advisory Services first reported a position in EXLS in Q2 2025 and held it in 3 quarters. The position peaked at $404K in Q4 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Diversify Advisory Services reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 9,451 EXL Service shares in Q1 2026, an estimated $404K.
  • Diversify Advisory Services first reported a position in EXL Service in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's EXL Service position peaked at $404K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.