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 Q3	$1.76M	Buy	45,086 +2,674	+6%	+$89.1K	0.03%	477
2026 Q2	$1.21M	Buy	+42,412	New	+$1.25M	0.02%	567
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Diversify Advisory Services's EXLS Position: Q3 2026 in Review

Diversify Advisory Services increased its EXL Service (EXLS) stake by 6.3% in Q3 2026, buying an estimated $89.1K and bringing the position to 45,086 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #477.

Diversify Advisory Services first reported a position in EXLS in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

Diversify Advisory Services held 45,086 shares of EXL Service worth $1.76M as of Q3 2026.
Diversify Advisory Services bought 2,674 EXL Service shares in Q3 2026, an estimated $89.1K.
EXL Service made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #477 holding.
Diversify Advisory Services first reported a position in EXL Service in Q2 2025 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.