Raffa Wealth Management’s EXL Service EXLS Stock Holding History

Raffa Wealth Management’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	$26	Hold	1	–	–	﹤0.01%	1563
2026 Q1	$30	Buy	+1	New	+$34	﹤0.01%	1459
2024 Q3	–	Sell	-667	Closed	-$20.9K	–	1114
2024 Q2	$20.9K	Hold	667	–	–	0.01%	312
2024 Q1	$21.2K	Buy	+667	New	+$20.7K	0.01%	298
2022 Q4	–	Sell	-45	Closed	-$1.33K	–	1092
2022 Q3	$1.33K	Buy	+45	New	+$1.47K	﹤0.01%	711
2015 Q4	–	Sell	-90	Closed	-$665	–	860
2015 Q3	$665	Hold	90	–	–	﹤0.01%	528
2015 Q2	$622	Hold	90	–	–	﹤0.01%	590
2015 Q1	$670	Hold	90	–	–	﹤0.01%	549
2014 Q4	$517	Hold	90	–	–	﹤0.01%	665
2014 Q3	$439	Buy	+90	New	+$500	﹤0.01%	714
2014 Q1	–	Sell	-90	Closed	-$517	–	427
2013 Q4	$517	Buy	+90	New	+$493	﹤0.01%	665

Other funds holding EXLS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raffa Wealth Management's EXLS Position: Q2 2026 in Review

Raffa Wealth Management held its EXL Service (EXLS) position steady in Q2 2026 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Raffa Wealth Management first reported a position in EXLS in Q4 2013 and has held it in 11 quarters since. The position peaked at $21.2K in Q1 2024. 415 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Raffa Wealth Management held 1 share of EXL Service worth $26 as of Q2 2026.
Raffa Wealth Management left its EXL Service share count unchanged in Q2 2026.
EXL Service made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1563 holding.
Raffa Wealth Management first reported a position in EXL Service in Q4 2013 and has held it in 11 quarters since.
Raffa Wealth Management's EXL Service position peaked at $21.2K in Q1 2024.
415 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

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