Root Financial Partners
EXLS icon

Root Financial Partners’s EXL Service EXLS Stock Holding History

Root Financial Partners’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 		$22.3K Buy
+649
New +$21.6K ﹤0.01% 1491
2026
Q2 		– Sell
-338
Closed -$10.3K – 1302
2026
Q1 		$10.3K Sell
338
-263
-44% -$9.07K ﹤0.01% 1673
2025
Q4 		$25.5K Buy
601
+51
+9% +$2.08K ﹤0.01% 1051
2025
Q3 		$24.2K Buy
+550
New +$23.8K ﹤0.01% 1019

Other funds holding EXLS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Root Financial Partners's EXLS Position: Q3 2026 in Review

Root Financial Partners opened a new position in EXL Service (EXLS) in Q3 2026: 649 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXLS as recently as Q1 2026.

Root Financial Partners first reported a position in EXLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.5K in Q4 2025. 361 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • Root Financial Partners held 649 shares of EXL Service worth $22.3K as of Q3 2026.
  • EXL Service was a new Root Financial Partners position in Q3 2026.
  • EXL Service made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1491 holding.
  • Root Financial Partners first reported a position in EXL Service in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's EXL Service position peaked at $25.5K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.