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
2024 Q4	–	Sell	-72,700	Closed	-$769K	–	3984
2024 Q3	$769K	Hold	72,700	–	–	﹤0.01%	2172
2024 Q2	$920K	Buy	+72,700	New	+$1.06M	﹤0.01%	2077
2020 Q2	–	Sell	-10,000	Closed	-$185K	–	4863
2020 Q1	$185K	Hold	10,000	–	–	﹤0.01%	2361
2019 Q4	$369K	Buy	+10,000	New	+$350K	﹤0.01%	2825
2015 Q1	–	Sell	-380	Closed	-$14K	–	4222
2014 Q4	$14K	Hold	380	–	–	﹤0.01%	3468
2014 Q3	$13K	Hold	380	–	–	﹤0.01%	3595
2014 Q2	$12K	Hold	380	–	–	﹤0.01%	3802
2014 Q1	$11K	Hold	380	–	–	﹤0.01%	3656
2013 Q4	$12K	Hold	380	–	–	﹤0.01%	3364
2013 Q3	$10K	Hold	380	–	–	﹤0.01%	3439
2013 Q2	$9K	Buy	+380	New	+$8.88K	﹤0.01%	3326

Other funds holding XRX

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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.