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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return