Avantax Advisory Services’s Xerox XRX Stock Holding History

Avantax Advisory Services’s Portfolio XRX Stock Details XRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$207K	Buy	+39,333	New	+$192K	﹤0.01%	2178

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avantax Advisory Services's XRX Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Xerox (XRX) in Q2 2025: 39,333 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #2178 among its holdings.

294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

Avantax Advisory Services held 39,333 shares of Xerox worth $207K as of Q2 2025.
Xerox was a new Avantax Advisory Services position in Q2 2025.
Xerox made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2178 holding.
294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.