HB Wealth Management’s EXL Service EXLS Stock Holding History

HB Wealth Management’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	–	Sell	-9,707	Closed	-$296K	–	1748
2026 Q1	$296K	Buy	+9,707	New	+$335K	﹤0.01%	1246

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

HB Wealth Management's EXLS Position: Q2 2026 in Review

HB Wealth Management sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 9,707 shares — an estimated $296K sold.

HB Wealth Management first reported a position in EXLS in Q1 2026 and held it in 1 quarter. The position peaked at $296K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

HB Wealth Management reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 9,707 EXL Service shares in Q2 2026, an estimated $296K.
HB Wealth Management first reported a position in EXL Service in Q1 2026 and held it in 1 quarter.
HB Wealth Management's EXL Service position peaked at $296K in Q1 2026.
442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.