Portside Wealth Group
EXLS icon

Portside Wealth Group’s EXL Service EXLS Stock Holding History

Portside Wealth Group’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 		$268K Buy
+7,791
New +$260K 0.03% 447
2026
Q2 		– Sell
-7,358
Closed -$224K – 530
2026
Q1 		$224K Buy
7,358
+476
+7% +$16.4K 0.03% 429
2025
Q4 		$292K Buy
6,882
+692
+11% +$28.3K 0.04% 370
2025
Q3 		$273K Buy
+6,190
New +$268K 0.04% 396

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Portside Wealth Group's EXLS Position: Q3 2026 in Review

Portside Wealth Group opened a new position in EXL Service (EXLS) in Q3 2026: 7,791 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #447 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in EXLS as recently as Q1 2026.

Portside Wealth Group first reported a position in EXLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $292K in Q4 2025. 48 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Portside Wealth Group held 7,791 shares of EXL Service worth $268K as of Q3 2026.
  • EXL Service was a new Portside Wealth Group position in Q3 2026.
  • EXL Service made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #447 holding.
  • Portside Wealth Group first reported a position in EXL Service in Q3 2025 and has held it in 4 quarters since.
  • Portside Wealth Group's EXL Service position peaked at $292K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.