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 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	$8.71K	Hold	199	–	–	﹤0.01%	533
2025 Q1	$9.39K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

Private Wealth Management Group's EXLS Position: Q2 2026 in Review

Private Wealth Management Group reduced its EXL Service (EXLS) stake by 90% in Q2 2026, selling an estimated $5.54K and leaving 20 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Private Wealth Management Group first reported a position in EXLS in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.39K in Q1 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Private Wealth Management Group held 20 shares of EXL Service worth $518 as of Q2 2026.
Private Wealth Management Group sold 188 EXL Service shares in Q2 2026, an estimated $5.54K.
EXL Service made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1407 holding.
Private Wealth Management Group first reported a position in EXL Service in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's EXL Service position peaked at $9.39K in Q1 2025.
442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.