Meriwether Wealth & Planning’s EXL Service EXLS Stock Holding History

Meriwether Wealth & Planning’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	$413	Buy	+12	New	+$400	﹤0.01%	785

Other funds holding EXLS

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Meriwether Wealth & Planning's EXLS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in EXL Service (EXLS) in Q3 2026: 12 shares worth $413. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

87 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

Meriwether Wealth & Planning held 12 shares of EXL Service worth $413 as of Q3 2026.
EXL Service was a new Meriwether Wealth & Planning position in Q3 2026.
EXL Service made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #785 holding.
87 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.