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Planning Strategies Inc.’s EXL Service EXLS Stock Holding History

Planning Strategies Inc.’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 		$207 Buy
+8
New +$236 ﹤0.01% 983

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
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
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

Planning Strategies Inc.'s EXLS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in EXL Service (EXLS) in Q2 2026: 8 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

107 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Planning Strategies Inc. held 8 shares of EXL Service worth $207 as of Q2 2026.
  • EXL Service was a new Planning Strategies Inc. position in Q2 2026.
  • EXL Service made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #983 holding.
  • 107 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.