Position in EXLS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25
-$17 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#438
of 443 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXLS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Concord Wealth Partners holds $2,072,248 across 7 Information Technology Services names. EXLS ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,259 | $2,041,303 | |
| 2 | ACN |
Accenture plc
|
116 | $14,435 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
364 | $14,152 | |
| 4 | KD |
Kyndryl Holdings, Inc.
|
141 | $1,594 | |
| 5 | CIFR |
Cipher Digital Inc.
|
17 | $416 | |
| 6 | HCKT |
Hackett Group, Inc.
|
30 | $323 | |
| 7 | EXLS |
ExlService Holdings, Inc.
This page
|
1 | $25 |
All Filings in EXLS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25 | 1 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $42 | 1 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $44 | 1 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $43 | 1 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||