PWG
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
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

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

Portside Wealth Group's EXLS Position: Q2 2026 in Review

Portside Wealth Group sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 7,358 shares — an estimated $224K sold.

Portside Wealth Group first reported a position in EXLS in Q3 2025 and held it in 3 quarters. The position peaked at $292K in Q4 2025. 441 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Portside Wealth Group reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 7,358 EXL Service shares in Q2 2026, an estimated $224K.
  • Portside Wealth Group first reported a position in EXL Service in Q3 2025 and held it in 3 quarters.
  • Portside Wealth Group's EXL Service position peaked at $292K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.