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Transamerica Financial Advisors’s EXL Service EXLS Stock Holding History

Transamerica Financial 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 		$60.4K Buy
2,337
+615
+36% +$18.1K 0.01% 669
2026
Q1 		$52.4K Buy
1,722
+1,044
+154% +$36K ﹤0.01% 643
2025
Q4 		$28.8K Buy
678
+502
+285% +$20.5K ﹤0.01% 637
2025
Q3 		$7.75K Buy
+176
New +$7.62K ﹤0.01% 779

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's EXLS Position: Q2 2026 in Review

Transamerica Financial Advisors increased its EXL Service (EXLS) stake by 36% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,337 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #669.

Transamerica Financial Advisors first reported a position in EXLS in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Transamerica Financial Advisors held 2,337 shares of EXL Service worth $60.4K as of Q2 2026.
  • Transamerica Financial Advisors bought 615 EXL Service shares in Q2 2026, an estimated $18.1K.
  • EXL Service made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #669 holding.
  • Transamerica Financial Advisors first reported a position in EXL Service in Q3 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.