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
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 $4.83B 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
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Elevation Wealth Partners's EXLS Position: Q2 2026 in Review

Elevation Wealth Partners increased its EXL Service (EXLS) stake by 41% in Q2 2026, buying an estimated $1.53K and bringing the position to 178 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Elevation Wealth Partners first reported a position in EXLS in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Elevation Wealth Partners held 178 shares of EXL Service worth $4.6K as of Q2 2026.
  • Elevation Wealth Partners bought 52 EXL Service shares in Q2 2026, an estimated $1.53K.
  • EXL Service made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1038 holding.
  • Elevation Wealth Partners first reported a position in EXL Service in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.