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J. Safra Asset Management’s EXL Service EXLS Stock Holding History

J. Safra Asset 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
-109
Closed -$3.32K – 654
2026
Q1 		$3.32K Buy
109
+70
+179% +$2.42K ﹤0.01% 541
2025
Q4 		$1.66K Hold
39
– – ﹤0.01% 596
2025
Q3 		$1.72K Sell
39
-187
-83% -$8.1K ﹤0.01% 427
2025
Q2 		$9.9K Sell
226
-93
-29% -$4.25K ﹤0.01% 308
2025
Q1 		$15.1K Buy
319
+15
+5% +$722 ﹤0.01% 261
2024
Q4 		$13.5K Buy
+304
New +$13.1K ﹤0.01% 276

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

J. Safra Asset Management's EXLS Position: Q2 2026 in Review

J. Safra Asset Management sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 109 shares — an estimated $3.32K sold.

J. Safra Asset Management first reported a position in EXLS in Q4 2024 and held it in 6 quarters. The position peaked at $15.1K in Q1 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • J. Safra Asset Management reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 109 EXL Service shares in Q2 2026, an estimated $3.32K.
  • J. Safra Asset Management first reported a position in EXL Service in Q4 2024 and held it in 6 quarters.
  • J. Safra Asset Management's EXL Service position peaked at $15.1K in Q1 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.