SageView Advisory Group’s EXL Service EXLS Stock Holding History

SageView Advisory 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 Q1	–	Sell	-1,973	Closed	-$83.7K	–	1184
2025 Q4	$83.7K	Buy	+1,973	New	+$80.7K	﹤0.01%	881

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's EXLS Position: Q1 2026 in Review

SageView Advisory Group sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 1,973 shares — an estimated $83.7K sold.

SageView Advisory Group first reported a position in EXLS in Q4 2025 and held it in 1 quarter. The position peaked at $83.7K in Q4 2025. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

SageView Advisory Group reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,973 EXL Service shares in Q1 2026, an estimated $83.7K.
SageView Advisory Group first reported a position in EXL Service in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's EXL Service position peaked at $83.7K in Q4 2025.
463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.