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Integrated Wealth Concepts’s EXL Service EXLS Stock Holding History

Integrated Wealth Concepts’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 		$800K Buy
26,282
+10,464
+66% +$361K 0.01% 1250
2025
Q4 		$671K Buy
15,818
+7,361
+87% +$301K 0.01% 955
2025
Q3 		$372K Sell
8,457
-4,641
-35% -$201K ﹤0.01% 1509
2025
Q2 		$574K Sell
13,098
-1,336
-9% -$61.1K 0.01% 1197
2025
Q1 		$681K Buy
14,434
+3,334
+30% +$160K 0.01% 1008
2024
Q4 		$493K Buy
+11,100
New +$480K 0.01% 1124

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

Integrated Wealth Concepts's EXLS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its EXL Service (EXLS) stake by 66% in Q1 2026, buying an estimated $361K and bringing the position to 26,282 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #1250.

Integrated Wealth Concepts first reported a position in EXLS in Q4 2024 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Integrated Wealth Concepts held 26,282 shares of EXL Service worth $800K as of Q1 2026.
  • Integrated Wealth Concepts bought 10,464 EXL Service shares in Q1 2026, an estimated $361K.
  • EXL Service made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1250 holding.
  • Integrated Wealth Concepts first reported a position in EXL Service in Q4 2024 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.