HFO
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Heritage Family Offices’s EXL Service EXLS Stock Holding History

Heritage Family Offices’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
-4,995
Closed -$212K – 212
2025
Q4 		$212K Sell
4,995
-557
-10% -$22.8K 0.1% 190
2025
Q3 		$244K Sell
5,552
-114
-2% -$4.94K 0.11% 165
2025
Q2 		$265K Hold
5,666
– – 0.13% 139
2025
Q1 		$267K Sell
5,666
-1,011
-15% -$48.6K 0.14% 136
2024
Q4 		$296K Buy
6,677
+421
+7% +$18.2K 0.15% 126
2024
Q3 		$239K Buy
+6,256
New +$218K 0.12% 157

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Heritage Family Offices's EXLS Position: Q1 2026 in Review

Heritage Family Offices sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 4,995 shares — an estimated $212K sold.

Heritage Family Offices first reported a position in EXLS in Q3 2024 and held it in 6 quarters. The position peaked at $296K in Q4 2024. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Heritage Family Offices reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 4,995 EXL Service shares in Q1 2026, an estimated $212K.
  • Heritage Family Offices first reported a position in EXL Service in Q3 2024 and held it in 6 quarters.
  • Heritage Family Offices's EXL Service position peaked at $296K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.