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Rise Advisors’s EXL Service EXLS Stock Holding History

Rise 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
2025
Q4 		– Sell
-563
Closed -$24.8K – 553
2025
Q3 		$24.8K Hold
563
– – 0.01% 456
2025
Q2 		$24.7K Hold
563
– – 0.01% 420
2025
Q1 		$26.6K Sell
563
-146
-21% -$7.02K 0.01% 365
2024
Q4 		$31.5K Hold
709
– – 0.02% 375
2024
Q3 		$27K Hold
709
– – 0.01% 466
2024
Q2 		$22.2K Hold
709
– – 0.01% 564
2024
Q1 		$22.5K Buy
+709
New +$22.1K 0.01% 571

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's EXLS Position: Q4 2025 in Review

Rise Advisors sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 563 shares — an estimated $24.8K sold.

Rise Advisors first reported a position in EXLS in Q1 2024 and held it in 7 quarters. The position peaked at $31.5K in Q4 2024. 466 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • Rise Advisors reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 563 EXL Service shares in Q4 2025, an estimated $24.8K.
  • Rise Advisors first reported a position in EXL Service in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's EXL Service position peaked at $31.5K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.