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Essential Partners’s EXL Service EXLS Stock Holding History

Essential 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 		$653 Sell
19
-188
-91% -$6.27K ﹤0.01% 2318
2026
Q2 		$5.35K Sell
207
-204
-50% -$6.01K ﹤0.01% 1517
2026
Q1 		$12.5K Sell
411
-430
-51% -$14.8K ﹤0.01% 1139
2025
Q4 		$35.7K Sell
841
-754
-47% -$30.8K 0.01% 705
2025
Q3 		$70.2K Buy
1,595
+1,591
+39,775% +$68.9K 0.02% 519
2025
Q2 		$175 Buy
+4
New +$183 ﹤0.01% 1978

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's EXLS Position: Q3 2026 in Review

Essential Partners reduced its EXL Service (EXLS) stake by 91% in Q3 2026, selling an estimated $6.27K and leaving 19 shares worth $653. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Essential Partners first reported a position in EXLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $70.2K in Q3 2025. 41 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Essential Partners held 19 shares of EXL Service worth $653 as of Q3 2026.
  • Essential Partners sold 188 EXL Service shares in Q3 2026, an estimated $6.27K.
  • EXL Service made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2318 holding.
  • Essential Partners first reported a position in EXL Service in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's EXL Service position peaked at $70.2K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.