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Twin Peaks Wealth Advisors’s EXL Service EXLS Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1,708
Closed -$52K – 867
2026
Q1 		$52K Buy
+1,708
New +$58.9K 0.01% 429
2025
Q3 		– Sell
-1,019
Closed -$43.3K – 790
2025
Q2 		$43.3K Buy
+1,019
New +$46.6K 0.01% 373

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's EXLS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of EXL Service (EXLS) in Q2 2026, closing a stake of 1,708 shares — an estimated $52K sold.

Twin Peaks Wealth Advisors first reported a position in EXLS in Q2 2025 and held it in 2 quarters. The position peaked at $52K in Q1 2026. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining EXL Service position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,708 EXL Service shares in Q2 2026, an estimated $52K.
  • Twin Peaks Wealth Advisors first reported a position in EXL Service in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's EXL Service position peaked at $52K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.