Trust Point Inc’s EXL Service EXLS Stock Holding History

Trust Point Inc’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	$339K	Sell	13,099 -10,187	-44%	-$300K	0.03%	311
2026 Q1	$709K	Sell	23,286 -119	-0.5%	-$4.11K	0.06%	170
2025 Q4	$993K	Sell	23,405 -71	-0.3%	-$2.9K	0.08%	121
2025 Q3	$1.03M	Buy	23,476 +2,146	+10%	+$92.9K	0.08%	115
2025 Q2	$934K	Sell	21,330 -7,010	-25%	-$320K	0.09%	112
2025 Q1	$1.34M	Sell	28,340 -6,839	-19%	-$329K	0.12%	90
2024 Q4	$1.56M	Buy	35,179 +1,029	+3%	+$44.5K	0.11%	94
2024 Q3	$1.3M	Buy	34,150 +1,061	+3%	+$37.1K	0.1%	116
2024 Q2	$1.04M	Sell	33,089 -2,390	-7%	-$71.7K	0.08%	144
2024 Q1	$1.13M	Buy	35,479 +8,160	+30%	+$254K	0.09%	133
2023 Q4	$843K	Buy	+27,319	New	+$773K	0.07%	163

Other funds holding EXLS

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return