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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Root Financial Partners's EXLS Position: Q1 2026 in Review

Root Financial Partners reduced its EXL Service (EXLS) stake by 44% in Q1 2026, selling an estimated $9.07K and leaving 338 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Root Financial Partners first reported a position in EXLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.5K in Q4 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Root Financial Partners held 338 shares of EXL Service worth $10.3K as of Q1 2026.
  • Root Financial Partners sold 263 EXL Service shares in Q1 2026, an estimated $9.07K.
  • EXL Service made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1673 holding.
  • Root Financial Partners first reported a position in EXL Service in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's EXL Service position peaked at $25.5K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.