MPWT
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
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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MassMutual Private Wealth & Trust's EXLS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its EXL Service (EXLS) stake by 1.7% in Q2 2026, buying an estimated $265 and bringing the position to 526 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

MassMutual Private Wealth & Trust first reported a position in EXLS in Q3 2014 and has held it in 23 quarters since. The position peaked at $212K in Q1 2015. 40 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 526 shares of EXL Service worth $13.6K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 9 EXL Service shares in Q2 2026, an estimated $265.
  • EXL Service made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1264 holding.
  • MassMutual Private Wealth & Trust first reported a position in EXL Service in Q3 2014 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's EXL Service position peaked at $212K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.