Krilogy Financial’s EXL Service EXLS Stock Holding History

Krilogy 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
2026 Q2	–	Sell	-11,818	Closed	-$372K	–	1099
2026 Q1	$372K	Buy	11,818 +6,652	+129%	+$229K	0.01%	672
2025 Q4	$220K	Buy	+5,166	New	+$211K	0.01%	841

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 Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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 New York $210B AUM 57.28% 1-Year Est. Return

Krilogy Financial's EXLS Position: Q2 2026 in Review

Krilogy Financial sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 11,818 shares — an estimated $372K sold.

Krilogy Financial first reported a position in EXLS in Q4 2025 and held it in 2 quarters. The position peaked at $372K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Krilogy Financial reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 11,818 EXL Service shares in Q2 2026, an estimated $372K.
Krilogy Financial first reported a position in EXL Service in Q4 2025 and held it in 2 quarters.
Krilogy Financial's EXL Service position peaked at $372K in Q1 2026.
442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.