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
2015
Q1 		– Sell
-380
Closed -$14K – 4221
2014
Q4 		$14K Hold
380
– – ﹤0.01% 3467
2014
Q3 		$13K Hold
380
– – ﹤0.01% 3594
2014
Q2 		$12K Hold
380
– – ﹤0.01% 3801
2014
Q1 		$11K Sell
380
-379
-50% -$11.1K ﹤0.01% 3655
2013
Q4 		$24K Hold
759
– – ﹤0.01% 3168
2013
Q3 		$21K Hold
759
– – ﹤0.01% 3212
2013
Q2 		$18K Buy
+759
New +$17.7K ﹤0.01% 3130

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 248 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.
  • 248 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.