EWA
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EverSource Wealth Advisors’s EXL Service EXLS Stock Holding History

EverSource Wealth Advisors’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 		$128K Sell
4,959
-2,792
-36% -$82.2K ﹤0.01% 1246
2026
Q1 		$236K Buy
7,751
+844
+12% +$29.1K 0.01% 962
2025
Q4 		$293K Buy
6,907
+880
+15% +$36K 0.01% 770
2025
Q3 		$265K Buy
6,027
+3,144
+109% +$136K 0.01% 779
2025
Q2 		$126K Buy
2,883
+2,456
+575% +$112K 0.01% 1073
2025
Q1 		$20.2K Buy
427
+47
+12% +$2.26K ﹤0.01% 1681
2024
Q4 		$16.9K Buy
380
+157
+70% +$6.79K ﹤0.01% 1722
2024
Q3 		$8.51K Buy
223
+41
+23% +$1.43K ﹤0.01% 1958
2024
Q2 		$6.42K Buy
182
+87
+92% +$2.61K ﹤0.01% 2114
2024
Q1 		$2.75K Hold
95
– – ﹤0.01% 2282
2023
Q4 		$2.93K Sell
95
-52
-35% -$1.47K ﹤0.01% 2063
2023
Q3 		$4.12K Buy
147
+52
+55% +$1.52K ﹤0.01% 1777
2023
Q2 		$2.87K Hold
95
– – ﹤0.01% 1934
2023
Q1 		$3.08K Hold
95
– – ﹤0.01% 1810
2022
Q4 		$3.22K Sell
95
-65
-41% -$2.26K ﹤0.01% 1759
2022
Q3 		$5K Buy
+160
New +$5.22K ﹤0.01% 1363

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

EverSource Wealth Advisors's EXLS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its EXL Service (EXLS) stake by 36% in Q2 2026, selling an estimated $82.2K and leaving 4,959 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

EverSource Wealth Advisors first reported a position in EXLS in Q3 2022 and has held it in 16 quarters since. The position peaked at $293K in Q4 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • EverSource Wealth Advisors held 4,959 shares of EXL Service worth $128K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,792 EXL Service shares in Q2 2026, an estimated $82.2K.
  • EXL Service made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1246 holding.
  • EverSource Wealth Advisors first reported a position in EXL Service in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's EXL Service position peaked at $293K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.