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Lifestyle Asset Management’s EXL Service EXLS Stock Holding History

Lifestyle Asset 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 		$307K Buy
11,863
+1,829
+18% +$53.9K 0.08% 114
2026
Q1 		$306K Buy
10,034
+2,690
+37% +$92.8K 0.1% 115
2025
Q4 		$312K Sell
7,344
-1,041
-12% -$42.6K 0.1% 112
2025
Q3 		$369K Buy
+8,385
New +$363K 0.13% 98

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

Lifestyle Asset Management's EXLS Position: Q2 2026 in Review

Lifestyle Asset Management increased its EXL Service (EXLS) stake by 18% in Q2 2026, buying an estimated $53.9K and bringing the position to 11,863 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #114.

Lifestyle Asset Management first reported a position in EXLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q3 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Lifestyle Asset Management held 11,863 shares of EXL Service worth $307K as of Q2 2026.
  • Lifestyle Asset Management bought 1,829 EXL Service shares in Q2 2026, an estimated $53.9K.
  • EXL Service made up 0.08% of Lifestyle Asset Management's portfolio in Q2 2026, its #114 holding.
  • Lifestyle Asset Management first reported a position in EXL Service in Q3 2025 and has held it in 4 quarters since.
  • Lifestyle Asset Management's EXL Service position peaked at $369K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.