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 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	$9.81K	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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SOA Wealth Advisors's EXLS Position: Q1 2026 in Review

SOA Wealth Advisors held its EXL Service (EXLS) position steady in Q1 2026 at 350 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

SOA Wealth Advisors first reported a position in EXLS in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.5K in Q1 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

SOA Wealth Advisors held 350 shares of EXL Service worth $10.7K as of Q1 2026.
SOA Wealth Advisors left its EXL Service share count unchanged in Q1 2026.
EXL Service made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #586 holding.
SOA Wealth Advisors first reported a position in EXL Service in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's EXL Service position peaked at $16.5K in Q1 2025.
458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.