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Prevail Innovative Wealth Advisors’s EXL Service EXLS Stock Holding History

Prevail Innovative Wealth Advisors’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
Q1 		– Sell
-119,659
Closed -$5.08M – 200
2025
Q4 		$5.08M Buy
119,659
+15,848
+15% +$648K 0.91% 29
2025
Q3 		$4.57M Buy
+103,811
New +$4.5M 0.89% 34

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Prevail Innovative Wealth Advisors's EXLS Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 119,659 shares — an estimated $5.08M sold.

Prevail Innovative Wealth Advisors first reported a position in EXLS in Q3 2025 and held it in 2 quarters. The position peaked at $5.08M in Q4 2025. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Prevail Innovative Wealth Advisors reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 119,659 EXL Service shares in Q1 2026, an estimated $5.08M.
  • Prevail Innovative Wealth Advisors first reported a position in EXL Service in Q3 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's EXL Service position peaked at $5.08M in Q4 2025.
  • 463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.