Merit Financial Group’s EXL Service EXLS Stock Holding History

Merit Financial 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 Q2	$436K	Sell	16,860 -9,954	-37%	-$293K	﹤0.01%	1576
2026 Q1	$816K	Buy	26,814 +16,987	+173%	+$586K	0.01%	1085
2025 Q4	$417K	Buy	9,827 +2,414	+33%	+$98.7K	﹤0.01%	1397
2025 Q3	$326K	Buy	7,413 +2,419	+48%	+$105K	﹤0.01%	1397
2025 Q2	$219K	Buy	+4,994	New	+$228K	﹤0.01%	1505

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 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 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

Merit Financial Group's EXLS Position: Q2 2026 in Review

Merit Financial Group reduced its EXL Service (EXLS) stake by 37% in Q2 2026, selling an estimated $293K and leaving 16,860 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Merit Financial Group first reported a position in EXLS in Q2 2025 and has held it in 5 quarters since. The position peaked at $816K in Q1 2026. 40 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Merit Financial Group held 16,860 shares of EXL Service worth $436K as of Q2 2026.
Merit Financial Group sold 9,954 EXL Service shares in Q2 2026, an estimated $293K.
EXL Service made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1576 holding.
Merit Financial Group first reported a position in EXL Service in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's EXL Service position peaked at $816K in Q1 2026.
40 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.