EWP
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Elevation Wealth Partners’s EXL Service EXLS Stock Holding History

Elevation Wealth Partners’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 		$6.12K Hold
178
– – ﹤0.01% 1053
2026
Q2 		$4.6K Buy
178
+52
+41% +$1.53K ﹤0.01% 1038
2026
Q1 		$3.84K Buy
+126
New +$4.35K ﹤0.01% 782

Other funds holding EXLS

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Elevation Wealth Partners's EXLS Position: Q3 2026 in Review

Elevation Wealth Partners held its EXL Service (EXLS) position steady in Q3 2026 at 178 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Elevation Wealth Partners first reported a position in EXLS in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Elevation Wealth Partners held 178 shares of EXL Service worth $6.12K as of Q3 2026.
  • Elevation Wealth Partners left its EXL Service share count unchanged in Q3 2026.
  • EXL Service made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1053 holding.
  • Elevation Wealth Partners first reported a position in EXL Service in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.