FFA
EXLS icon

Florida Financial Advisors’s EXL Service EXLS Stock Holding History

Florida Financial 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
2025
Q3 		– Sell
-6,954
Closed -$305K – 274
2025
Q2 		$305K Buy
6,954
+1,654
+31% +$75.6K 0.1% 203
2025
Q1 		$250K Buy
+5,300
New +$255K 0.1% 203

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Florida Financial Advisors's EXLS Position: Q3 2025 in Review

Florida Financial Advisors sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 6,954 shares — an estimated $305K sold.

Florida Financial Advisors first reported a position in EXLS in Q1 2025 and held it in 2 quarters. The position peaked at $305K in Q2 2025. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

  • Florida Financial Advisors reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
  • Florida Financial Advisors sold 6,954 EXL Service shares in Q3 2025, an estimated $305K.
  • Florida Financial Advisors first reported a position in EXL Service in Q1 2025 and held it in 2 quarters.
  • Florida Financial Advisors's EXL Service position peaked at $305K in Q2 2025.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on Florida Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.