Salem Investment Counselors’s EXL Service EXLS Stock Holding History

Salem Investment Counselors’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	–	Sell	-2,000	Closed	-$51.7K	–	647
2026 Q2	$51.7K	Hold	2,000	–	–	﹤0.01%	604
2026 Q1	$60.9K	Buy	+2,000	New	+$69K	﹤0.01%	558
2025 Q4	–	Sell	-2,000	Closed	-$88.1K	–	636
2025 Q3	$88.1K	Hold	2,000	–	–	﹤0.01%	491
2025 Q2	$87.6K	Hold	2,000	–	–	﹤0.01%	477
2025 Q1	$94.4K	Hold	2,000	–	–	﹤0.01%	461
2024 Q4	$88.8K	Hold	2,000	–	–	﹤0.01%	478
2024 Q3	$76.3K	Hold	2,000	–	–	﹤0.01%	500
2024 Q2	$62.7K	Hold	2,000	–	–	﹤0.01%	517
2024 Q1	$63.6K	Sell	2,000 -296	-13%	-$9.21K	﹤0.01%	513
2023 Q4	$70.8K	Buy	2,296 +296	+15%	+$8.38K	﹤0.01%	491
2023 Q3	$56.1K	Hold	2,000	–	–	﹤0.01%	502
2023 Q2	$60.4K	Hold	2,000	–	–	﹤0.01%	493
2023 Q1	$64.7K	Hold	2,000	–	–	﹤0.01%	487
2022 Q4	$67.8K	Hold	2,000	–	–	﹤0.01%	469
2022 Q3	$59K	Hold	2,000	–	–	﹤0.01%	455
2022 Q2	$59K	Hold	2,000	–	–	﹤0.01%	473
2022 Q1	$57K	Hold	2,000	–	–	﹤0.01%	484
2021 Q4	$58K	Hold	2,000	–	–	﹤0.01%	540
2021 Q3	$49K	Hold	2,000	–	–	﹤0.01%	506
2021 Q2	$43K	Hold	2,000	–	–	﹤0.01%	502
2021 Q1	$36K	Hold	2,000	–	–	﹤0.01%	497
2020 Q4	$34K	Hold	2,000	–	–	﹤0.01%	504
2020 Q3	$26K	Hold	2,000	–	–	﹤0.01%	457
2020 Q2	$25K	Hold	2,000	–	–	﹤0.01%	459
2020 Q1	$21K	Hold	2,000	–	–	﹤0.01%	439
2019 Q4	$28K	Hold	2,000	–	–	﹤0.01%	451
2019 Q3	$27K	Hold	2,000	–	–	﹤0.01%	434
2019 Q2	$26K	Hold	2,000	–	–	﹤0.01%	448
2019 Q1	$26K	Buy	+2,000	New	+$23.4K	﹤0.01%	344
2018 Q4	–	Sell	-2,000	Closed	-$26K	–	246
2018 Q3	$26K	Hold	2,000	–	–	﹤0.01%	344
2018 Q2	$23K	Hold	2,000	–	–	﹤0.01%	371
2018 Q1	$22K	Hold	2,000	–	–	﹤0.01%	377
2017 Q4	$24K	Hold	2,000	–	–	﹤0.01%	384
2017 Q3	$23K	Hold	2,000	–	–	﹤0.01%	384
2017 Q2	$22K	Buy	+2,000	New	+$20.2K	﹤0.01%	392

Other funds holding EXLS

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Salem Investment Counselors's EXLS Position: Q3 2026 in Review

Salem Investment Counselors sold out of EXL Service (EXLS) in Q3 2026, closing a stake of 2,000 shares — an estimated $51.7K sold.

Salem Investment Counselors first reported a position in EXLS in Q2 2017 and held it in 35 quarters. The position peaked at $94.4K in Q1 2025. 19 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

Salem Investment Counselors reported no remaining EXL Service position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 2,000 EXL Service shares in Q3 2026, an estimated $51.7K.
Salem Investment Counselors first reported a position in EXL Service in Q2 2017 and held it in 35 quarters.
Salem Investment Counselors's EXL Service position peaked at $94.4K in Q1 2025.
19 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.