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Keebeck Wealth Management’s EXL Service EXLS Stock Holding History

Keebeck Wealth 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 		$426K Buy
16,478
+7,028
+74% +$207K 0.04% 295
2026
Q1 		$288K Buy
9,450
+1,626
+21% +$56.1K 0.03% 332
2025
Q4 		$332K Sell
7,824
-5,771
-42% -$236K 0.04% 278
2025
Q3 		$599K Buy
13,595
+1,445
+12% +$62.6K 0.07% 188
2025
Q2 		$532K Buy
12,150
+6,618
+120% +$302K 0.07% 196
2025
Q1 		$261K Buy
5,532
+365
+7% +$17.6K 0.04% 239
2024
Q4 		$229K Buy
+5,167
New +$223K 0.03% 255

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

Keebeck Wealth Management's EXLS Position: Q2 2026 in Review

Keebeck Wealth Management increased its EXL Service (EXLS) stake by 74% in Q2 2026, buying an estimated $207K and bringing the position to 16,478 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #295.

Keebeck Wealth Management first reported a position in EXLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q3 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Keebeck Wealth Management held 16,478 shares of EXL Service worth $426K as of Q2 2026.
  • Keebeck Wealth Management bought 7,028 EXL Service shares in Q2 2026, an estimated $207K.
  • EXL Service made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Keebeck Wealth Management first reported a position in EXL Service in Q4 2024 and has held it in 7 quarters since.
  • Keebeck Wealth Management's EXL Service position peaked at $599K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.