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Coastal Bridge Advisors’s Xerox XRX Stock Holding History

Coastal Bridge 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
2025
Q3 		– Sell
-11,104
Closed -$58.5K – 487
2025
Q2 		$58.5K Sell
11,104
-612
-5% -$2.99K ﹤0.01% 442
2025
Q1 		$56.6K Buy
+11,716
New +$87.9K 0.01% 415

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coastal Bridge Advisors's XRX Position: Q3 2025 in Review

Coastal Bridge Advisors sold out of Xerox (XRX) in Q3 2025, closing a stake of 11,104 shares — an estimated $58.5K sold.

Coastal Bridge Advisors first reported a position in XRX in Q1 2025 and held it in 2 quarters. The position peaked at $58.5K in Q2 2025. 278 funds tracked by Wall St. Rank hold XRX as of Q3 2025.

  • Coastal Bridge Advisors reported no remaining Xerox position as of Q3 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 11,104 Xerox shares in Q3 2025, an estimated $58.5K.
  • Coastal Bridge Advisors first reported a position in Xerox in Q1 2025 and held it in 2 quarters.
  • Coastal Bridge Advisors's Xerox position peaked at $58.5K in Q2 2025.
  • 278 funds tracked by Wall St. Rank held Xerox as of Q3 2025.

Based on Coastal Bridge Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.