UMB Bank’s EXL Service EXLS Stock Holding History

UMB Bank’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	$95.7K	Buy	3,142 +495	+19%	+$17.1K	﹤0.01%	988
2025 Q4	$112K	Buy	2,647 +482	+22%	+$19.7K	﹤0.01%	900
2025 Q3	$95.3K	Sell	2,165 -517	-19%	-$22.4K	﹤0.01%	893
2025 Q2	$117K	Sell	2,682 -70	-3%	-$3.2K	﹤0.01%	772
2025 Q1	$130K	Buy	2,752 +826	+43%	+$39.7K	﹤0.01%	680
2024 Q4	$85.5K	Buy	1,926 +288	+18%	+$12.5K	﹤0.01%	737
2024 Q3	$62.5K	Buy	1,638 +375	+30%	+$13.1K	﹤0.01%	808
2024 Q2	$39.6K	Sell	1,263 -24	-2%	-$720	﹤0.01%	874
2024 Q1	$40.9K	Buy	1,287 +47	+4%	+$1.46K	﹤0.01%	873
2023 Q4	$38.3K	Sell	1,240 -747	-38%	-$21.1K	﹤0.01%	888
2023 Q3	$55.7K	Buy	1,987 +192	+11%	+$5.62K	﹤0.01%	810
2023 Q2	$54.2K	Buy	1,795 +120	+7%	+$3.79K	﹤0.01%	830
2023 Q1	$54.2K	Sell	1,675 -185	-10%	-$6.13K	﹤0.01%	818
2022 Q4	$63K	Sell	1,860 -210	-10%	-$7.3K	﹤0.01%	792
2022 Q3	$61K	Sell	2,070 -345	-14%	-$11.3K	﹤0.01%	823
2022 Q2	$71K	Sell	2,415 -230	-9%	-$6.5K	﹤0.01%	818
2022 Q1	$76K	Hold	2,645	–	–	﹤0.01%	838
2021 Q4	$77K	Buy	+2,645	New	+$69.6K	﹤0.01%	857

Other funds holding EXLS

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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