Mather Group
EXLS icon

Mather Group’s EXL Service EXLS Stock Holding History

Mather Group’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 		$23K Buy
668
+101
+18% +$3.37K ﹤0.01% 1401
2026
Q2 		$14.7K Hold
567
– – ﹤0.01% 1408
2026
Q1 		$17.3K Buy
+567
New +$19.6K ﹤0.01% 1312
2025
Q4 		– Sell
-567
Closed -$25K – 964
2025
Q3 		$25K Buy
+567
New +$24.6K ﹤0.01% 1065
2025
Q2 		– Sell
-567
Closed -$26.8K – 965
2025
Q1 		$26.8K Hold
567
– – ﹤0.01% 1022
2024
Q4 		$25.2K Buy
+567
New +$24.5K ﹤0.01% 1030

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Mather Group's EXLS Position: Q3 2026 in Review

Mather Group increased its EXL Service (EXLS) stake by 18% in Q3 2026, buying an estimated $3.37K and bringing the position to 668 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Mather Group first reported a position in EXLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.8K in Q1 2025. 77 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Mather Group held 668 shares of EXL Service worth $23K as of Q3 2026.
  • Mather Group bought 101 EXL Service shares in Q3 2026, an estimated $3.37K.
  • EXL Service made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1401 holding.
  • Mather Group first reported a position in EXL Service in Q4 2024 and has held it in 6 quarters since.
  • Mather Group's EXL Service position peaked at $26.8K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.