JSF Financial’s EXL Service EXLS Stock Holding History

JSF Financial’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 Q3	–	Sell	-22,312	Closed	-$977K	–	130
2025 Q2	$977K	Buy	22,312 +2,517	+13%	+$115K	0.23%	65
2025 Q1	$935K	Buy	+19,795	New	+$952K	0.25%	64

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

JSF Financial's EXLS Position: Q3 2025 in Review

JSF Financial sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 22,312 shares — an estimated $977K sold.

JSF Financial first reported a position in EXLS in Q1 2025 and held it in 2 quarters. The position peaked at $977K in Q2 2025. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

JSF Financial reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
JSF Financial sold 22,312 EXL Service shares in Q3 2025, an estimated $977K.
JSF Financial first reported a position in EXL Service in Q1 2025 and held it in 2 quarters.
JSF Financial's EXL Service position peaked at $977K in Q2 2025.
465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on JSF Financial's 13F filing for Q3 2025, filed 3 Nov 2025.