Steward Partners Investment Advisory’s EXL Service EXLS Stock Holding History

Steward Partners Investment Advisory’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	$784K	Buy	+30,318	New	+$893K	﹤0.01%	1441
2026 Q1	–	Sell	-77	Closed	-$3.27K	–	4479
2025 Q4	$3.27K	Buy	77 +19	+33%	+$777	﹤0.01%	3828
2025 Q3	$2.55K	Buy	+58	New	+$2.51K	﹤0.01%	3858
2025 Q2	–	Sell	-22	Closed	-$1.04K	–	4162
2025 Q1	$1.04K	Hold	22	–	–	﹤0.01%	3767
2024 Q4	$976	Buy	+22	New	+$951	﹤0.01%	3756
2018 Q4	–	Sell	-305	Closed	-$4K	–	1203
2018 Q3	$4K	Buy	+305	New	+$3.78K	﹤0.01%	2184

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

GCM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Steward Partners Investment Advisory's EXLS Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in EXL Service (EXLS) in Q2 2026: 30,318 shares worth $784K. The stake represents ﹤0.01% of the portfolio and ranks #1441 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in EXLS as recently as Q4 2025.

Steward Partners Investment Advisory first reported a position in EXLS in Q3 2018 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Steward Partners Investment Advisory held 30,318 shares of EXL Service worth $784K as of Q2 2026.
EXL Service was a new Steward Partners Investment Advisory position in Q2 2026.
EXL Service made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1441 holding.
Steward Partners Investment Advisory first reported a position in EXL Service in Q3 2018 and has held it in 6 quarters since.
442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.