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Principia Wealth Advisory’s EXL Service EXLS Stock Holding History

Principia Wealth Advisory’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 		$181 Sell
7
-26
-79% -$766 ﹤0.01% 1000
2026
Q1 		$1K Buy
33
+18
+120% +$621 ﹤0.01% 706
2025
Q4 		$637 Buy
15
+13
+650% +$531 ﹤0.01% 780
2025
Q3 		$88 Buy
2
+1
+100% +$43 ﹤0.01% 941
2025
Q2 		$44 Buy
+1
New +$46 ﹤0.01% 936

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

Principia Wealth Advisory's EXLS Position: Q2 2026 in Review

Principia Wealth Advisory reduced its EXL Service (EXLS) stake by 79% in Q2 2026, selling an estimated $766 and leaving 7 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Principia Wealth Advisory first reported a position in EXLS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Principia Wealth Advisory held 7 shares of EXL Service worth $181 as of Q2 2026.
  • Principia Wealth Advisory sold 26 EXL Service shares in Q2 2026, an estimated $766.
  • EXL Service made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1000 holding.
  • Principia Wealth Advisory first reported a position in EXL Service in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's EXL Service position peaked at $1K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.