USA Financial Formulas’s EXL Service EXLS Stock Holding History

USA Financial Formulas’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 Q3	$894	Buy	26 +10	+63%	+$333	﹤0.01%	366
2026 Q2	$414	Hold	16	–	–	﹤0.01%	396
2026 Q1	$487	Buy	16 +4	+33%	+$138	﹤0.01%	387
2025 Q4	$509	Buy	+12	New	+$491	﹤0.01%	371
2025 Q2	–	Sell	-2,456	Closed	-$116K	–	278
2025 Q1	$116K	Buy	2,456 +1,139	+86%	+$54.8K	0.02%	169
2024 Q4	$58.4K	Buy	+1,317	New	+$57K	0.01%	230
2020 Q2	–	Sell	-23,335	Closed	-$243K	–	265
2020 Q1	$243K	Buy	+23,335	New	+$318K	0.15%	96
2018 Q1	–	Sell	-32,295	Closed	-$390K	–	343
2017 Q4	$390K	Buy	+32,295	New	+$394K	0.09%	197
2016 Q3	–	Sell	-37,295	Closed	-$391K	–	253
2016 Q2	$391K	Sell	37,295 -59,990	-62%	-$608K	0.11%	156
2016 Q1	$1.01M	Buy	97,285 +52,145	+116%	+$479K	0.32%	30
2015 Q4	$406K	Buy	+45,140	New	+$394K	0.16%	67

Other funds holding EXLS

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

USA Financial Formulas's EXLS Position: Q3 2026 in Review

USA Financial Formulas increased its EXL Service (EXLS) stake by 63% in Q3 2026, buying an estimated $333 and bringing the position to 26 shares worth $894. The position accounts for ﹤0.01% of the portfolio, ranked #366.

USA Financial Formulas first reported a position in EXLS in Q4 2015 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2016. 81 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

USA Financial Formulas held 26 shares of EXL Service worth $894 as of Q3 2026.
USA Financial Formulas bought 10 EXL Service shares in Q3 2026, an estimated $333.
EXL Service made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2026, its #366 holding.
USA Financial Formulas first reported a position in EXL Service in Q4 2015 and has held it in 11 quarters since.
USA Financial Formulas's EXL Service position peaked at $1.01M in Q1 2016.
81 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.