CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Xerox XRX Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q2 		$88.5K Buy
28,271
+16,885
+148% +$42.2K ﹤0.01% 3057
2026
Q1 		$14.7K Buy
11,386
+307
+3% +$607 ﹤0.01% 2982
2025
Q4 		$26.3K Buy
+11,079
New +$32.8K ﹤0.01% 2706
2025
Q3 		– Sell
-11,023
Closed -$58.1K – 2734
2025
Q2 		$58.1K Buy
+11,023
New +$53.8K ﹤0.01% 2414
2022
Q3 		– Sell
-7,716
Closed -$117K – 4108
2022
Q2 		$117K Buy
7,716
+2,195
+40% +$38.9K ﹤0.01% 2095
2022
Q1 		$113K Buy
5,521
+1,422
+35% +$29.9K ﹤0.01% 2179
2021
Q4 		$94K Buy
4,099
+1,245
+44% +$25.3K ﹤0.01% 2212
2021
Q3 		$58K Sell
2,854
-28
-1% -$636 ﹤0.01% 2485
2021
Q2 		$68K Buy
2,882
+19
+0.7% +$459 ﹤0.01% 2316
2021
Q1 		$70K Buy
2,863
+997
+53% +$23.8K ﹤0.01% 2203
2020
Q4 		$44K Sell
1,866
-59
-3% -$1.25K ﹤0.01% 1892
2020
Q3 		$36K Buy
1,925
+1,839
+2,138% +$32.2K ﹤0.01% 1751
2020
Q2 		$1K Buy
+86
New +$1.48K ﹤0.01% 2752
2019
Q4 		– Sell
-500
Closed -$15K – 1836
2019
Q3 		$15K Sell
500
-55
-10% -$1.72K ﹤0.01% 1392
2019
Q2 		$20K Buy
+555
New +$18.5K ﹤0.01% 1282
2019
Q1 		– Sell
-1
Closed – – 1899
2018
Q4 		$0 Hold
1
– – ﹤0.01% 1686
2018
Q3 		$0 Hold
1
– – ﹤0.01% 1723
2018
Q2 		$0 Sell
1
-3
-75% -$85 ﹤0.01% 1618
2018
Q1 		$0 Sell
4
-33,643
-100% -$1.03M ﹤0.01% 1390
2017
Q4 		$989K Buy
33,647
+5,148
+18% +$156K 0.06% 182
2017
Q3 		$831K Sell
28,499
-1,853
-6% -$58.3K 0.06% 129
2017
Q2 		$880K Buy
+30,352
New +$858K 0.11% 70

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

CAPTRUST Financial Advisors's XRX Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Xerox (XRX) stake by 148% in Q2 2026, buying an estimated $42.2K and bringing the position to 28,271 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3057.

CAPTRUST Financial Advisors first reported a position in XRX in Q2 2017 and has held it in 22 quarters since. The position peaked at $989K in Q4 2017. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • CAPTRUST Financial Advisors held 28,271 shares of Xerox worth $88.5K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 16,885 Xerox shares in Q2 2026, an estimated $42.2K.
  • Xerox made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3057 holding.
  • CAPTRUST Financial Advisors first reported a position in Xerox in Q2 2017 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's Xerox position peaked at $989K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.