MassMutual Private Wealth & Trust
EXLS icon

MassMutual Private Wealth & Trust’s EXL Service EXLS Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$12.3K Sell
357
-169
-32% -$5.63K ﹤0.01% 1247
2026
Q2 		$13.6K Buy
526
+9
+2% +$265 ﹤0.01% 1264
2026
Q1 		$15.7K Sell
517
-43
-8% -$1.48K ﹤0.01% 1192
2025
Q4 		$23.8K Buy
560
+282
+101% +$11.5K ﹤0.01% 1048
2025
Q3 		$12.2K Hold
278
– – ﹤0.01% 1309
2025
Q2 		$12.2K Sell
278
-44
-14% -$2.01K ﹤0.01% 1279
2025
Q1 		$15.2K Buy
322
+92
+40% +$4.43K ﹤0.01% 1138
2024
Q4 		$10.2K Buy
230
+12
+6% +$519 ﹤0.01% 1253
2024
Q3 		$8.32K Sell
218
-14
-6% -$489 ﹤0.01% 1187
2024
Q2 		$7.28K Buy
232
+49
+27% +$1.47K ﹤0.01% 1188
2024
Q1 		$5.82K Sell
183
-2
-1% -$62 ﹤0.01% 1219
2023
Q4 		$5.71K Hold
185
– – ﹤0.01% 1203
2023
Q3 		$5.19K Hold
185
– – ﹤0.01% 1238
2023
Q2 		$5.59K Hold
185
– – ﹤0.01% 1175
2023
Q1 		$5.99K Sell
185
-10
-5% -$331 ﹤0.01% 1105
2022
Q4 		$7K Sell
195
-90
-32% -$3.13K ﹤0.01% 876
2022
Q3 		$8K Sell
285
-5
-2% -$163 ﹤0.01% 807
2022
Q2 		$9K Hold
290
– – ﹤0.01% 736
2022
Q1 		$8K Buy
+290
New +$7.38K ﹤0.01% 788
2016
Q1 		– Sell
-220
Closed -$2.02K – 855
2015
Q4 		$1.98K Sell
220
-24,535
-99% -$214K ﹤0.01% 660
2015
Q3 		$121K Buy
24,755
+475
+2% +$3.52K 0.03% 305
2015
Q2 		$143K Sell
24,280
-4,245
-15% -$29.5K 0.03% 291
2015
Q1 		$212K Buy
+28,525
New +$187K 0.04% 267
2014
Q4 		– Sell
-24,755
Closed -$121K – 653
2014
Q3 		$121K Buy
+24,755
New +$137K 0.02% 300

Other funds holding EXLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

MassMutual Private Wealth & Trust's EXLS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its EXL Service (EXLS) stake by 32% in Q3 2026, selling an estimated $5.63K and leaving 357 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

MassMutual Private Wealth & Trust first reported a position in EXLS in Q3 2014 and has held it in 24 quarters since. The position peaked at $212K in Q1 2015. 250 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • MassMutual Private Wealth & Trust held 357 shares of EXL Service worth $12.3K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 169 EXL Service shares in Q3 2026, an estimated $5.63K.
  • EXL Service made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1247 holding.
  • MassMutual Private Wealth & Trust first reported a position in EXL Service in Q3 2014 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's EXL Service position peaked at $212K in Q1 2015.
  • 250 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.