SS
EXLS icon

Sunbelt Securities’s EXL Service EXLS Stock Holding History

Sunbelt Securities’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 		$3.75K Sell
123
-2,155
-95% -$74.3K ﹤0.01% 1759
2025
Q4 		$96.7K Buy
2,278
+90
+4% +$3.68K 0.01% 834
2025
Q3 		$96.3K Sell
2,188
-42
-2% -$1.82K 0.01% 834
2025
Q2 		$99K Buy
2,230
+3
+0.1% +$137 0.01% 765
2025
Q1 		$105K Sell
2,227
-3
-0.1% -$144 0.01% 722
2024
Q4 		$98.7K Sell
2,230
-36
-2% -$1.56K 0.01% 767
2024
Q3 		$86.4K Sell
2,266
-1
-0% -$35 0.01% 802
2024
Q2 		$71.1K Sell
2,267
-31
-1% -$931 0.01% 818
2024
Q1 		$73.1K Buy
2,298
+137
+6% +$4.26K 0.01% 785
2023
Q4 		$66.7K Buy
2,161
+11
+0.5% +$311 0.01% 759
2023
Q3 		$60.3K Sell
2,150
-10
-0.5% -$293 0.01% 762
2023
Q2 		$65.3K Buy
2,160
+280
+15% +$8.83K 0.01% 734
2023
Q1 		$60.6K Buy
+1,880
New +$62.3K 0.01% 702

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