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MJT & Associates Financial Advisory’s EXL Service EXLS Stock Holding History

MJT & Associates Financial Advisory’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 		$4.33K Buy
126
+34
+37% +$1.13K ﹤0.01% 287
2026
Q2 		$2.38K Hold
92
– – ﹤0.01% 372
2026
Q1 		$2.8K Buy
92
+2
+2% +$69 ﹤0.01% 346
2025
Q4 		$3.82K Hold
90
– – ﹤0.01% 324
2025
Q3 		$3.96K Hold
90
– – ﹤0.01% 326
2025
Q2 		$3.94K Hold
90
– – ﹤0.01% 334
2025
Q1 		$4.25K Buy
+90
New +$4.33K ﹤0.01% 325

Other funds holding EXLS

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MJT & Associates Financial Advisory's EXLS Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its EXL Service (EXLS) stake by 37% in Q3 2026, buying an estimated $1.13K and bringing the position to 126 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

MJT & Associates Financial Advisory first reported a position in EXLS in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • MJT & Associates Financial Advisory held 126 shares of EXL Service worth $4.33K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 34 EXL Service shares in Q3 2026, an estimated $1.13K.
  • EXL Service made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #287 holding.
  • MJT & Associates Financial Advisory first reported a position in EXL Service in Q1 2025 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.