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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
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 $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

Twin Peaks Wealth Advisors's EXLS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in EXL Service (EXLS) in Q1 2026: 1,708 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EXLS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EXLS in Q2 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,708 shares of EXL Service worth $52K as of Q1 2026.
  • EXL Service was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • EXL Service made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #429 holding.
  • Twin Peaks Wealth Advisors first reported a position in EXL Service in Q2 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.