Jones Financial Companies
EXLS icon

Jones Financial Companies’s EXL Service EXLS Stock Holding History

Jones Financial Companies’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 		$1.37M Buy
52,720
+14,225
+37% +$419K ﹤0.01% 1734
2026
Q1 		$1.15M Buy
38,495
+30,928
+409% +$1.07M ﹤0.01% 1662
2025
Q4 		$321K Buy
7,567
+2,479
+49% +$101K ﹤0.01% 1698
2025
Q3 		$223K Buy
5,088
+2,228
+78% +$96.5K ﹤0.01% 1743
2025
Q2 		$125K Buy
+2,860
New +$131K ﹤0.01% 1847

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

Jones Financial Companies's EXLS Position: Q2 2026 in Review

Jones Financial Companies increased its EXL Service (EXLS) stake by 37% in Q2 2026, buying an estimated $419K and bringing the position to 52,720 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Jones Financial Companies first reported a position in EXLS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Jones Financial Companies held 52,720 shares of EXL Service worth $1.37M as of Q2 2026.
  • Jones Financial Companies bought 14,225 EXL Service shares in Q2 2026, an estimated $419K.
  • EXL Service made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1734 holding.
  • Jones Financial Companies first reported a position in EXL Service in Q2 2025 and has held it in 5 quarters since.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.