TFC Financial Management
EXLS icon

TFC Financial Management’s EXL Service EXLS Stock Holding History

TFC Financial Management’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
Q3 		$35 Hold
1
– – ﹤0.01% 1012
2026
Q2 		$26 Hold
1
– – ﹤0.01% 1020
2026
Q1 		$31 Buy
+1
New +$34 ﹤0.01% 977

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

TFC Financial Management's EXLS Position: Q3 2026 in Review

TFC Financial Management held its EXL Service (EXLS) position steady in Q3 2026 at 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

TFC Financial Management first reported a position in EXLS in Q1 2026 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • TFC Financial Management held 1 share of EXL Service worth $35 as of Q3 2026.
  • TFC Financial Management left its EXL Service share count unchanged in Q3 2026.
  • EXL Service made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #1012 holding.
  • TFC Financial Management first reported a position in EXL Service in Q1 2026 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.