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Planning Strategies’s EXL Service EXLS Stock Holding History

Planning Strategies’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 		$207 Buy
+8
New +$236 ﹤0.01% 983

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's EXLS Position: Q2 2026 in Review

Planning Strategies opened a new position in EXL Service (EXLS) in Q2 2026: 8 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

415 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Planning Strategies held 8 shares of EXL Service worth $207 as of Q2 2026.
  • EXL Service was a new Planning Strategies position in Q2 2026.
  • EXL Service made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #983 holding.
  • 415 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.