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Summit Trail Advisors’s EXL Service EXLS Stock Holding History

Summit Trail 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 		$886K Buy
29,109
+18,212
+167% +$628K 0.01% 985
2025
Q4 		$462K Buy
10,897
+65
+0.6% +$2.66K 0.01% 1103
2025
Q3 		$477K Buy
+10,832
New +$469K 0.01% 1092
2018
Q1 		– Sell
-5,055
Closed -$63K – 830
2017
Q4 		$63K Buy
+5,055
New +$61.7K 0.01% 760

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Trail Advisors's EXLS Position: Q1 2026 in Review

Summit Trail Advisors increased its EXL Service (EXLS) stake by 167% in Q1 2026, buying an estimated $628K and bringing the position to 29,109 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #985.

Summit Trail Advisors first reported a position in EXLS in Q4 2017 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Summit Trail Advisors held 29,109 shares of EXL Service worth $886K as of Q1 2026.
  • Summit Trail Advisors bought 18,212 EXL Service shares in Q1 2026, an estimated $628K.
  • EXL Service made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #985 holding.
  • Summit Trail Advisors first reported a position in EXL Service in Q4 2017 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.