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Fortis Capital Advisors’s EXL Service EXLS Stock Holding History

Fortis Capital 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
Q1 		– Sell
-22,901
Closed -$972K – 388
2025
Q4 		$972K Buy
+22,901
New +$936K 0.14% 129
2023
Q2 		– Sell
-1,870
Closed -$60.5K – 278
2023
Q1 		$60.5K Sell
1,870
-1,580
-46% -$52.4K 0.03% 258
2022
Q4 		$117K Buy
+3,450
New +$120K 0.07% 188

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fortis Capital Advisors's EXLS Position: Q1 2026 in Review

Fortis Capital Advisors sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 22,901 shares — an estimated $972K sold.

Fortis Capital Advisors first reported a position in EXLS in Q4 2022 and held it in 3 quarters. The position peaked at $972K in Q4 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Fortis Capital Advisors reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 22,901 EXL Service shares in Q1 2026, an estimated $972K.
  • Fortis Capital Advisors first reported a position in EXL Service in Q4 2022 and held it in 3 quarters.
  • Fortis Capital Advisors's EXL Service position peaked at $972K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.