PWPS
EXLS icon

Pinnacle Wealth Planning Services’s EXL Service EXLS Stock Holding History

Pinnacle Wealth Planning Services’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 		$36.6K Sell
1,416
-443
-24% -$13K ﹤0.01% 1488
2026
Q1 		$56.6K Buy
1,859
+176
+10% +$6.07K 0.01% 1130
2025
Q4 		$71.4K Buy
+1,683
New +$68.8K 0.01% 979
2021
Q1 		– Sell
-2,420
Closed -$41K – 879
2020
Q4 		$41K Buy
+2,420
New +$38.4K 0.01% 878

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's EXLS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its EXL Service (EXLS) stake by 24% in Q2 2026, selling an estimated $13K and leaving 1,416 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Pinnacle Wealth Planning Services first reported a position in EXLS in Q4 2020 and has held it in 4 quarters since. The position peaked at $71.4K in Q4 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,416 shares of EXL Service worth $36.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 443 EXL Service shares in Q2 2026, an estimated $13K.
  • EXL Service made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1488 holding.
  • Pinnacle Wealth Planning Services first reported a position in EXL Service in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's EXL Service position peaked at $71.4K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.