KIM
EXLS icon

Kestra Investment Management’s EXL Service EXLS Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-582
Closed -$25.8K – 1055
2024
Q4 		$25.8K Buy
+582
New +$25.2K ﹤0.01% 664

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Investment Management's EXLS Position: Q1 2025 in Review

Kestra Investment Management sold out of EXL Service (EXLS) in Q1 2025, closing a stake of 582 shares — an estimated $25.8K sold.

Kestra Investment Management first reported a position in EXLS in Q4 2024 and held it in 1 quarter. The position peaked at $25.8K in Q4 2024. 455 funds tracked by Wall St. Rank hold EXLS as of Q1 2025.

  • Kestra Investment Management reported no remaining EXL Service position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 582 EXL Service shares in Q1 2025, an estimated $25.8K.
  • Kestra Investment Management first reported a position in EXL Service in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's EXL Service position peaked at $25.8K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held EXL Service as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.