RAFFA WEALTH MANAGEMENT, LLC’s EXL Service EXLS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$26	Hold	1	–	–	﹤0.01%	1563
2026 Q1	$30	Buy	+1	New	+$34	﹤0.01%	1459
2024 Q3	–	Sell	-667	Closed	-$20.9K	–	1114
2024 Q2	$20.9K	Hold	667	–	–	0.01%	312
2024 Q1	$21.2K	Buy	+667	New	+$20.7K	0.01%	298
2022 Q4	–	Sell	-45	Closed	-$1.33K	–	1092
2022 Q3	$1.33K	Buy	+45	New	+$1.47K	﹤0.01%	711
2015 Q4	–	Sell	-90	Closed	-$665	–	860
2015 Q3	$665	Hold	90	–	–	﹤0.01%	528
2015 Q2	$622	Hold	90	–	–	﹤0.01%	590
2015 Q1	$670	Hold	90	–	–	﹤0.01%	549
2014 Q4	$517	Hold	90	–	–	﹤0.01%	665
2014 Q3	$439	Buy	+90	New	+$500	﹤0.01%	714
2014 Q1	–	Sell	-90	Closed	-$517	–	427
2013 Q4	$517	Buy	+90	New	+$493	﹤0.01%	665

Other funds holding EXLS

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EXLS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its EXL Service (EXLS) position steady in Q2 2026 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EXLS in Q4 2013 and has held it in 11 quarters since. The position peaked at $21.2K in Q1 2024. 107 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of EXL Service worth $26 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its EXL Service share count unchanged in Q2 2026.
EXL Service made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1563 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in EXL Service in Q4 2013 and has held it in 11 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's EXL Service position peaked at $21.2K in Q1 2024.
107 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.