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VisionPoint Advisory Group’s EXL Service EXLS Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-4,996
Closed -$212K – 455
2025
Q4 		$212K Buy
+4,996
New +$204K 0.04% 374
2025
Q1 		– Sell
-1,301
Closed -$57.5K – 239
2024
Q4 		$57.5K Buy
+1,301
New +$56.3K 0.02% 288
2024
Q3 		– Sell
-917
Closed -$28.8K – 411
2024
Q2 		$28.8K Buy
917
+288
+46% +$8.64K 0.01% 346
2024
Q1 		$20K Buy
629
+250
+66% +$7.78K 0.01% 381
2023
Q4 		$11.7K Buy
+379
New +$10.7K ﹤0.01% 405

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VisionPoint Advisory Group's EXLS Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 4,996 shares — an estimated $212K sold.

VisionPoint Advisory Group first reported a position in EXLS in Q4 2023 and held it in 5 quarters. The position peaked at $212K in Q4 2025. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • VisionPoint Advisory Group reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4,996 EXL Service shares in Q1 2026, an estimated $212K.
  • VisionPoint Advisory Group first reported a position in EXL Service in Q4 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's EXL Service position peaked at $212K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.