Private Wealth Management Group’s EXL Service EXLS Stock Holding History

Private Wealth Management 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	$688	Hold	20	–	–	﹤0.01%	1393
2026 Q2	$518	Sell	20 -188	-90%	-$5.54K	﹤0.01%	1407
2026 Q1	$6.33K	Buy	208 +9	+5%	+$310	﹤0.01%	677
2025 Q4	$8.45K	Hold	199	–	–	﹤0.01%	566
2025 Q3	$8.76K	Hold	199	–	–	﹤0.01%	558
2025 Q2	$8.72K	Hold	199	–	–	﹤0.01%	533
2025 Q1	$9.4K	Hold	199	–	–	﹤0.01%	491
2024 Q4	$8.83K	Hold	199	–	–	﹤0.01%	524
2024 Q3	$7.59K	Hold	199	–	–	﹤0.01%	557
2024 Q2	$6.24K	Buy	199 +133	+202%	+$3.99K	﹤0.01%	622
2024 Q1	$2.1K	Hold	66	–	–	﹤0.01%	943
2023 Q4	$2.04K	Buy	+66	New	+$1.87K	﹤0.01%	973

Other funds holding EXLS

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Private Wealth Management Group's EXLS Position: Q3 2026 in Review

Private Wealth Management Group held its EXL Service (EXLS) position steady in Q3 2026 at 20 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Private Wealth Management Group first reported a position in EXLS in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.4K in Q1 2025. 55 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

Private Wealth Management Group held 20 shares of EXL Service worth $688 as of Q3 2026.
Private Wealth Management Group left its EXL Service share count unchanged in Q3 2026.
EXL Service made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1393 holding.
Private Wealth Management Group first reported a position in EXL Service in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's EXL Service position peaked at $9.4K in Q1 2025.
55 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.