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Parkworth Wealth Management’s EXL Service EXLS Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$219 Hold
5
– – ﹤0.01% 918
2025
Q1 		$236 Hold
5
– – ﹤0.01% 670
2024
Q4 		$222 Buy
+5
New +$216 ﹤0.01% 727

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Parkworth Wealth Management's EXLS Position: Q2 2025 in Review

Parkworth Wealth Management held its EXL Service (EXLS) position steady in Q2 2025 at 5 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Parkworth Wealth Management first reported a position in EXLS in Q4 2024 and has held it in 3 quarters since. The position peaked at $236 in Q1 2025. 460 funds tracked by Wall St. Rank hold EXLS as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of EXL Service worth $219 as of Q2 2025.
  • Parkworth Wealth Management left its EXL Service share count unchanged in Q2 2025.
  • EXL Service made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #918 holding.
  • Parkworth Wealth Management first reported a position in EXL Service in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's EXL Service position peaked at $236 in Q1 2025.
  • 460 funds tracked by Wall St. Rank held EXL Service as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.