Bank of Montreal
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Bank of Montreal’s Xerox XRX Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-135,330
Closed -$509K – 3871
2025
Q3 		$509K Sell
135,330
-129,184
-49% -$571K ﹤0.01% 2262
2025
Q2 		$1.39M Buy
264,514
+60,726
+30% +$296K ﹤0.01% 1747
2025
Q1 		$984K Sell
203,788
-59,778
-23% -$449K ﹤0.01% 1834
2024
Q4 		$2.22M Sell
263,566
-65,509
-20% -$604K ﹤0.01% 1506
2024
Q3 		$3.48M Sell
329,075
-57,384
-15% -$614K ﹤0.01% 1470
2024
Q2 		$4.89M Buy
386,459
+373,925
+2,983% +$5.43M ﹤0.01% 1271
2024
Q1 		$235K Buy
12,534
+397
+3% +$6.98K ﹤0.01% 2942
2023
Q4 		$226K Sell
12,137
-347
-3% -$5.13K ﹤0.01% 3050
2023
Q3 		$201K Buy
12,484
+407
+3% +$6.43K ﹤0.01% 3064
2023
Q2 		$181K Sell
12,077
-8,196
-40% -$120K ﹤0.01% 3253
2023
Q1 		$312K Buy
20,273
+4,596
+29% +$74.3K ﹤0.01% 2756
2022
Q4 		$230K Buy
15,677
+2,949
+23% +$44.5K ﹤0.01% 3079
2022
Q3 		$185 Sell
12,728
-2,966
-19% -$48K ﹤0.01% 3241
2022
Q2 		$289 Buy
15,694
+11
+0.1% +$195 ﹤0.01% 3033
2022
Q1 		$327K Sell
15,683
-7,920
-34% -$167K ﹤0.01% 3139
2021
Q4 		$539K Buy
23,603
+9,211
+64% +$187K ﹤0.01% 2334
2021
Q3 		$300K Sell
14,392
-4,805
-25% -$109K ﹤0.01% 3134
2021
Q2 		$458K Sell
19,197
-372
-2% -$8.99K ﹤0.01% 2868
2021
Q1 		$484K Sell
19,569
-115,109
-85% -$2.75M ﹤0.01% 2660
2020
Q4 		$3.16M Buy
134,678
+60,300
+81% +$1.28M ﹤0.01% 1603
2020
Q3 		$1.47M Buy
74,378
+14,191
+24% +$249K ﹤0.01% 1798
2020
Q2 		$881K Sell
60,187
-655,222
-92% -$11.3M ﹤0.01% 1992
2020
Q1 		$13.2M Buy
715,409
+44,745
+7% +$1.42M 0.02% 612
2019
Q4 		$24.7M Buy
+670,664
New +$23.5M 0.02% 621
2019
Q3 		– Sell
-104,342
Closed -$3.69M – 5023
2019
Q2 		$3.69M Buy
104,342
+30,502
+41% +$1.02M ﹤0.01% 1355
2019
Q1 		$2.36M Sell
73,840
-24,371
-25% -$687K ﹤0.01% 1572
2018
Q4 		$1.94M Sell
98,211
-33,208
-25% -$852K ﹤0.01% 1530
2018
Q3 		$3.55M Sell
131,419
-106,638
-45% -$2.82M ﹤0.01% 1375
2018
Q2 		$5.71M Sell
238,057
-299,144
-56% -$8.46M ﹤0.01% 1102
2018
Q1 		$15.5M Sell
537,201
-335,173
-38% -$10.3M 0.01% 693
2017
Q4 		$25.4M Buy
872,374
+185,230
+27% +$5.63M 0.02% 541
2017
Q3 		$22.9M Buy
687,144
+537,295
+359% +$16.9M 0.02% 552
2017
Q2 		$4.31M Buy
149,849
+32,435
+28% +$916K ﹤0.01% 1220
2017
Q1 		$3.45M Sell
117,414
-7,866
-6% -$227K ﹤0.01% 1240
2016
Q4 		$2.13M Sell
125,280
-141,266
-53% -$3.52M ﹤0.01% 1513
2016
Q3 		$7.12M Buy
266,546
+23,070
+9% +$596K 0.01% 958
2016
Q2 		$6.09M Buy
243,476
+153,791
+171% +$4.05M 0.01% 1020
2016
Q1 		$2.64M Sell
89,685
-42,712
-32% -$1.1M ﹤0.01% 1300
2015
Q4 		$3.71M Sell
132,397
-2,703
-2% -$72.6K ﹤0.01% 1109
2015
Q3 		$3.46M Sell
135,100
-238,065
-64% -$6.6M ﹤0.01% 1076
2015
Q2 		$10.5M Sell
373,165
-104,310
-22% -$3.23M 0.01% 779
2015
Q1 		$16.2M Sell
477,475
-798,901
-63% -$28.2M 0.02% 593
2014
Q4 		$46.6M Buy
1,276,376
+337,321
+36% +$11.9M 0.05% 286
2014
Q3 		$32.7M Buy
939,055
+647,441
+222% +$22.6M 0.04% 364
2014
Q2 		$9.56M Buy
291,614
+243
+0.1% +$7.72K 0.01% 822
2014
Q1 		$8.68M Sell
291,371
-38,264
-12% -$1.12M 0.01% 720
2013
Q4 		$10.6M Sell
329,635
-2,594
-0.8% -$74.7K 0.01% 572
2013
Q3 		$9.01M Buy
332,229
+170,011
+105% +$4.47M 0.01% 554
2013
Q2 		$3.88M Buy
+162,218
New +$3.79M 0.01% 826

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's XRX Position: Q4 2025 in Review

Bank of Montreal sold out of Xerox (XRX) in Q4 2025, closing a stake of 135,330 shares — an estimated $509K sold.

Bank of Montreal first reported a position in XRX in Q2 2013 and held it in 49 quarters. The position peaked at $46.6M in Q4 2014. 247 funds tracked by Wall St. Rank hold XRX as of Q4 2025.

  • Bank of Montreal reported no remaining Xerox position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 135,330 Xerox shares in Q4 2025, an estimated $509K.
  • Bank of Montreal first reported a position in Xerox in Q2 2013 and held it in 49 quarters.
  • Bank of Montreal's Xerox position peaked at $46.6M in Q4 2014.
  • 247 funds tracked by Wall St. Rank held Xerox as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.