Toth Financial Advisory’s EXL Service EXLS Stock Holding History

Toth Financial Advisory’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	$1.31K	Buy	+38	New	+$1.27K	﹤0.01%	881
2023 Q3	–	Sell	-45	Closed	-$1.36K	–	792
2023 Q2	$1.36K	Hold	45	–	–	﹤0.01%	700
2023 Q1	$1.46K	Hold	45	–	–	﹤0.01%	711
2022 Q4	$1.52K	Hold	45	–	–	﹤0.01%	619
2022 Q3	$1K	Buy	+45	New	+$1.47K	﹤0.01%	681

Other funds holding EXLS

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Toth Financial Advisory's EXLS Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in EXL Service (EXLS) in Q3 2026: 38 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in EXLS as recently as Q2 2023.

Toth Financial Advisory first reported a position in EXLS in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.52K in Q4 2022. 15 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

Toth Financial Advisory held 38 shares of EXL Service worth $1.31K as of Q3 2026.
EXL Service was a new Toth Financial Advisory position in Q3 2026.
EXL Service made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #881 holding.
Toth Financial Advisory first reported a position in EXL Service in Q3 2022 and has held it in 5 quarters since.
Toth Financial Advisory's EXL Service position peaked at $1.52K in Q4 2022.
15 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.