Truist Financial
EXLS icon

Truist Financial’s EXL Service EXLS Stock Holding History

Truist Financial’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 		$320K Sell
10,494
-39,682
-79% -$1.37M ﹤0.01% 2350
2025
Q4 		$2.13M Buy
50,176
+12,612
+34% +$516K ﹤0.01% 1259
2025
Q3 		$1.65M Buy
37,564
+12,296
+49% +$532K ﹤0.01% 1433
2025
Q2 		$1.11M Buy
25,268
+982
+4% +$44.9K ﹤0.01% 1545
2025
Q1 		$1.15M Buy
24,286
+3,233
+15% +$156K ﹤0.01% 1466
2024
Q4 		$934K Buy
21,053
+7,579
+56% +$328K ﹤0.01% 1579
2024
Q3 		$514K Buy
13,474
+2,812
+26% +$98.2K ﹤0.01% 1842
2024
Q2 		$334K Buy
+10,662
New +$320K ﹤0.01% 2240
2021
Q1 		– Sell
-21,210
Closed -$361K – 2666
2020
Q4 		$361K Sell
21,210
-460
-2% -$7.29K ﹤0.01% 2034
2020
Q3 		$286K Buy
21,670
+1,200
+6% +$15.4K ﹤0.01% 2036
2020
Q2 		$260K Sell
20,470
-2,120
-9% -$25K ﹤0.01% 2048
2020
Q1 		$236K Buy
22,590
+7,700
+52% +$105K ﹤0.01% 2017
2019
Q4 		$207K Buy
+14,890
New +$204K ﹤0.01% 2336

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