FFA
EXLS icon

Farther Finance Advisors’s EXL Service EXLS Stock Holding History

Farther Finance 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
Q3 		$72.4K Buy
2,107
+1,055
+100% +$35.2K ﹤0.01% 3119
2026
Q2 		$27.2K Sell
1,052
-1,626
-61% -$47.9K ﹤0.01% 3741
2026
Q1 		$81.6K Sell
2,678
-370
-12% -$12.8K ﹤0.01% 2652
2025
Q4 		$129K Buy
3,048
+2,256
+285% +$92.2K ﹤0.01% 2187
2025
Q3 		$34.9K Buy
792
+667
+534% +$28.9K ﹤0.01% 2671
2025
Q2 		$5.47K Buy
125
+14
+13% +$640 ﹤0.01% 3326
2025
Q1 		$5.3K Sell
111
-10
-8% -$481 ﹤0.01% 3031
2024
Q4 		$5.37K Sell
121
-25
-17% -$1.08K ﹤0.01% 2637
2024
Q3 		$5.57K Buy
146
+10
+7% +$349 ﹤0.01% 2596
2024
Q2 		$4.24K Buy
136
+60
+79% +$1.8K ﹤0.01% 2472
2024
Q1 		$2.38K Sell
76
-4,687
-98% -$146K ﹤0.01% 2415
2023
Q4 		$147K Buy
+4,763
New +$135K 0.01% 665
2023
Q1 		– Sell
-1,145
Closed -$38.8K – 2374
2022
Q4 		$38.8K Buy
+1,145
New +$39.8K 0.02% 547

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Farther Finance Advisors's EXLS Position: Q3 2026 in Review

Farther Finance Advisors increased its EXL Service (EXLS) stake by 100% in Q3 2026, buying an estimated $35.2K and bringing the position to 2,107 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

Farther Finance Advisors first reported a position in EXLS in Q4 2022 and has held it in 13 quarters since. The position peaked at $147K in Q4 2023. 14 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Farther Finance Advisors held 2,107 shares of EXL Service worth $72.4K as of Q3 2026.
  • Farther Finance Advisors bought 1,055 EXL Service shares in Q3 2026, an estimated $35.2K.
  • EXL Service made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3119 holding.
  • Farther Finance Advisors first reported a position in EXL Service in Q4 2022 and has held it in 13 quarters since.
  • Farther Finance Advisors's EXL Service position peaked at $147K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.