Johnson Financial Group Inc (Wisconsin)’s EXL Service EXLS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q4	–	Sell	-1,630	Closed	-$71.8K	–	986
2025 Q3	$71.8K	Buy	+1,630	New	+$70.6K	﹤0.01%	524
2025 Q2	–	Sell	-1,925	Closed	-$90.9K	–	770
2025 Q1	$90.9K	Hold	1,925	–	–	﹤0.01%	502
2024 Q4	$96.8K	Buy	+1,925	New	+$83.3K	﹤0.01%	375
2022 Q1	–	Sell	-30	Closed	-$1K	–	711
2021 Q4	$1K	Sell	30 -30	-50%	-$790	﹤0.01%	712
2021 Q3	$1K	Hold	60	–	–	﹤0.01%	681
2021 Q2	$1K	Buy	+60	New	+$1.19K	﹤0.01%	697
2017 Q2	–	Sell	-2,250	Closed	-$21K	–	582
2017 Q1	$21K	Hold	2,250	–	–	﹤0.01%	511
2016 Q4	$23K	Buy	2,250 +1,125	+100%	+$10.8K	﹤0.01%	493
2016 Q3	$11K	Sell	1,125 -1,500	-57%	-$15.3K	﹤0.01%	576
2016 Q2	$28K	Hold	2,625	–	–	﹤0.01%	517
2016 Q1	$27K	Sell	2,625 -1,625	-38%	-$14.9K	0.01%	452
2015 Q4	$38K	Sell	4,250 -4,500	-51%	-$39.3K	0.01%	420
2015 Q3	$65K	Buy	8,750 +4,250	+94%	+$31.5K	0.01%	426
2015 Q2	$31K	Buy	+4,500	New	+$31.3K	0.01%	551
2013 Q3	–	Sell	-370	Closed	-$2K	–	681
2013 Q2	$2K	Buy	+370	New	+$2.27K	﹤0.01%	668

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EXLS Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 1,630 shares — an estimated $71.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EXLS in Q2 2013 and held it in 15 quarters. The position peaked at $96.8K in Q4 2024. 466 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,630 EXL Service shares in Q4 2025, an estimated $71.8K.
Johnson Financial Group Inc (Wisconsin) first reported a position in EXL Service in Q2 2013 and held it in 15 quarters.
Johnson Financial Group Inc (Wisconsin)'s EXL Service position peaked at $96.8K in Q4 2024.
466 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.