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James T. Borello RIA’s EXL Service EXLS Stock Holding History

James T. Borello RIA’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 		$447 Sell
13
-83
-86% -$2.77K ﹤0.01% 1055
2026
Q2 		$2.48K Buy
96
+80
+500% +$2.36K ﹤0.01% 916
2026
Q1 		$487 Buy
16
+9
+129% +$310 ﹤0.01% 1052
2025
Q4 		$297 Buy
+7
New +$286 ﹤0.01% 976

Other funds holding EXLS

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's EXLS Position: Q3 2026 in Review

James T. Borello RIA reduced its EXL Service (EXLS) stake by 86% in Q3 2026, selling an estimated $2.77K and leaving 13 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

James T. Borello RIA first reported a position in EXLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.48K in Q2 2026. 41 funds tracked by Wall St. Rank hold EXLS as of Q3 2026.

  • James T. Borello RIA held 13 shares of EXL Service worth $447 as of Q3 2026.
  • James T. Borello RIA sold 83 EXL Service shares in Q3 2026, an estimated $2.77K.
  • EXL Service made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1055 holding.
  • James T. Borello RIA first reported a position in EXL Service in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's EXL Service position peaked at $2.48K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held EXL Service as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.