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Summit Wealth Group (Colorado)’s EXL Service EXLS Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-5,368
Closed -$227K – 382
2025
Q3 		$227K Buy
+5,368
New +$232K 0.02% 434

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Wealth Group (Colorado)'s EXLS Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 5,368 shares — an estimated $227K sold.

Summit Wealth Group (Colorado) first reported a position in EXLS in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 466 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,368 EXL Service shares in Q4 2025, an estimated $227K.
  • Summit Wealth Group (Colorado) first reported a position in EXL Service in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s EXL Service position peaked at $227K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.