Sequoia Financial Advisors’s EXL Service EXLS Stock Holding History

Sequoia Financial 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
2026 Q2	$201K	Buy	7,791 +676	+10%	+$19.9K	﹤0.01%	1983
2026 Q1	$217K	Sell	7,115 -12,051	-63%	-$416K	﹤0.01%	1749
2025 Q4	$813K	Buy	19,166 +8,105	+73%	+$331K	﹤0.01%	995
2025 Q3	$487K	Buy	+11,061	New	+$479K	﹤0.01%	1148

Other funds holding EXLS

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Sequoia Financial Advisors's EXLS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its EXL Service (EXLS) stake by 9.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 7,791 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Sequoia Financial Advisors first reported a position in EXLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $813K in Q4 2025. 52 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Sequoia Financial Advisors held 7,791 shares of EXL Service worth $201K as of Q2 2026.
Sequoia Financial Advisors bought 676 EXL Service shares in Q2 2026, an estimated $19.9K.
EXL Service made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1983 holding.
Sequoia Financial Advisors first reported a position in EXL Service in Q3 2025 and has held it in 4 quarters since.
Sequoia Financial Advisors's EXL Service position peaked at $813K in Q4 2025.
52 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.