STA
EXLS icon

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
Q2 		$486K Sell
18,784
-10,325
-35% -$304K 0.01% 1225
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Summit Trail Advisors's EXLS Position: Q2 2026 in Review

Summit Trail Advisors reduced its EXL Service (EXLS) stake by 35% in Q2 2026, selling an estimated $304K and leaving 18,784 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #1225.

Summit Trail Advisors first reported a position in EXLS in Q4 2017 and has held it in 5 quarters since. The position peaked at $886K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Summit Trail Advisors held 18,784 shares of EXL Service worth $486K as of Q2 2026.
  • Summit Trail Advisors sold 10,325 EXL Service shares in Q2 2026, an estimated $304K.
  • EXL Service made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1225 holding.
  • Summit Trail Advisors first reported a position in EXL Service in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's EXL Service position peaked at $886K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.