JWA
EXLS icon

JFS Wealth Advisors’s EXL Service EXLS Stock Holding History

JFS Wealth 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
Q2 		$2.28K Sell
88
-2
-2% -$59 ﹤0.01% 1566
2026
Q1 		$2.74K Sell
90
-33
-27% -$1.14K ﹤0.01% 1416
2025
Q4 		$5.22K Buy
123
+35
+40% +$1.43K ﹤0.01% 1226
2025
Q3 		$3.88K Sell
88
-1
-1% -$43 ﹤0.01% 1216
2025
Q2 		$3.9K Sell
89
-12
-12% -$548 ﹤0.01% 1173
2025
Q1 		$4.77K Buy
101
+13
+15% +$625 ﹤0.01% 1142
2024
Q4 		$3.91K Hold
88
– – ﹤0.01% 1214
2024
Q3 		$3.36K Buy
88
+3
+4% +$105 ﹤0.01% 1264
2024
Q2 		$2.67K Hold
85
– – ﹤0.01% 1325
2024
Q1 		$2.7K Buy
85
+13
+18% +$404 ﹤0.01% 1334
2023
Q4 		$2.22K Sell
72
-38
-35% -$1.08K ﹤0.01% 1383
2023
Q3 		$3.08K Hold
110
– – ﹤0.01% 1205
2023
Q2 		$3.32K Sell
110
-25
-19% -$789 ﹤0.01% 1193
2023
Q1 		$4.37K Sell
135
-15
-10% -$497 ﹤0.01% 1051
2022
Q4 		$5.08K Hold
150
– – ﹤0.01% 986
2022
Q3 		$4K Buy
150
+30
+25% +$979 ﹤0.01% 1051
2022
Q2 		$4K Buy
120
+20
+20% +$565 ﹤0.01% 1064
2022
Q1 		$3K Buy
100
+55
+122% +$1.4K ﹤0.01% 1235
2021
Q4 		$1K Buy
+45
New +$1.19K ﹤0.01% 1342

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's EXLS Position: Q2 2026 in Review

JFS Wealth Advisors reduced its EXL Service (EXLS) stake by 2.2% in Q2 2026, selling an estimated $59 and leaving 88 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

JFS Wealth Advisors first reported a position in EXLS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.22K in Q4 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • JFS Wealth Advisors held 88 shares of EXL Service worth $2.28K as of Q2 2026.
  • JFS Wealth Advisors sold 2 EXL Service shares in Q2 2026, an estimated $59.
  • EXL Service made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1566 holding.
  • JFS Wealth Advisors first reported a position in EXL Service in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's EXL Service position peaked at $5.22K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.