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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
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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Transamerica Financial Advisors's EXLS Position: Q1 2026 in Review

Transamerica Financial Advisors increased its EXL Service (EXLS) stake by 154% in Q1 2026, buying an estimated $36K and bringing the position to 1,722 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Transamerica Financial Advisors first reported a position in EXLS in Q3 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Transamerica Financial Advisors held 1,722 shares of EXL Service worth $52.4K as of Q1 2026.
  • Transamerica Financial Advisors bought 1,044 EXL Service shares in Q1 2026, an estimated $36K.
  • EXL Service made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #643 holding.
  • Transamerica Financial Advisors first reported a position in EXL Service in Q3 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.