SOA Wealth Advisors’s EXL Service EXLS Stock Holding History

SOA Wealth 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 Q3	$12K	Hold	350	–	–	﹤0.01%	575
2026 Q2	$9.05K	Hold	350	–	–	﹤0.01%	623
2026 Q1	$10.7K	Hold	350	–	–	﹤0.01%	586
2025 Q4	$14.9K	Hold	350	–	–	﹤0.01%	544
2025 Q3	$15.4K	Hold	350	–	–	﹤0.01%	557
2025 Q2	$15.3K	Hold	350	–	–	﹤0.01%	547
2025 Q1	$16.5K	Hold	350	–	–	﹤0.01%	500
2024 Q4	$15.5K	Hold	350	–	–	﹤0.01%	492
2024 Q3	$13.4K	Hold	350	–	–	﹤0.01%	504
2024 Q2	$11K	Hold	350	–	–	﹤0.01%	525
2024 Q1	$11.1K	Hold	350	–	–	﹤0.01%	523
2023 Q4	$10.8K	Hold	350	–	–	﹤0.01%	517
2023 Q3	$9.8K	Hold	350	–	–	﹤0.01%	522
2023 Q2	$10.6K	Hold	350	–	–	﹤0.01%	524
2023 Q1	$11.3K	Hold	350	–	–	﹤0.01%	512
2022 Q4	$11.9K	Hold	350	–	–	﹤0.01%	500
2022 Q3	$10K	Hold	350	–	–	﹤0.01%	507
2022 Q2	$10K	Hold	350	–	–	﹤0.01%	493
2022 Q1	$10K	Hold	350	–	–	﹤0.01%	585
2021 Q4	$10K	Hold	350	–	–	﹤0.01%	568
2021 Q3	$8K	Hold	350	–	–	﹤0.01%	621
2021 Q2	$7K	Hold	350	–	–	﹤0.01%	626
2021 Q1	$6K	Hold	350	–	–	﹤0.01%	594
2020 Q4	$6K	Buy	+350	New	+$5.55K	﹤0.01%	582

Other funds holding EXLS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

SOA Wealth Advisors's EXLS Position: Q3 2026 in Review

SOA Wealth Advisors held its EXL Service (EXLS) position steady in Q3 2026 at 350 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

SOA Wealth Advisors first reported a position in EXLS in Q4 2020 and has held it in 24 quarters since. The position peaked at $16.5K in Q1 2025. 361 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

SOA Wealth Advisors held 350 shares of EXL Service worth $12K as of Q3 2026.
SOA Wealth Advisors left its EXL Service share count unchanged in Q3 2026.
EXL Service made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #575 holding.
SOA Wealth Advisors first reported a position in EXL Service in Q4 2020 and has held it in 24 quarters since.
SOA Wealth Advisors's EXL Service position peaked at $16.5K in Q1 2025.
361 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.