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CoreCap Advisors’s Xerox XRX Stock Holding History

CoreCap 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 		$611 Hold
195
– – ﹤0.01% 2810
2026
Q1 		$252 Sell
195
-897
-82% -$1.77K ﹤0.01% 2740
2025
Q4 		$2.59K Hold
1,092
– – ﹤0.01% 2406
2025
Q3 		$4.11K Hold
1,092
– – ﹤0.01% 2215
2025
Q2 		$5.76K Hold
1,092
– – ﹤0.01% 2074
2025
Q1 		$5.28K Hold
1,092
– – ﹤0.01% 2082
2024
Q4 		$9.21K Buy
1,092
+26
+2% +$240 ﹤0.01% 1804
2024
Q3 		$11.1K Buy
1,066
+20
+2% +$214 ﹤0.01% 1769
2024
Q2 		$12.2K Sell
1,046
-1,548
-60% -$22.5K ﹤0.01% 1026
2024
Q1 		$46.4K Buy
+2,594
New +$45.6K ﹤0.01% 1148
2022
Q4 		$14.9K Buy
+1,020
New +$15.4K ﹤0.01% 1406
2022
Q3 		– Sell
-1,020
Closed -$15K – 2139
2022
Q2 		$15K Buy
+1,020
New +$18.1K ﹤0.01% 1359
2022
Q1 		– Sell
-1,020
Closed -$23K – 2136
2021
Q4 		$23K Buy
+1,020
New +$20.7K ﹤0.01% 1294

Other funds holding XRX

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
CCG
Coastwise Capital Group La Jolla, California $172M AUM 32.78% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors's XRX Position: Q2 2026 in Review

CoreCap Advisors held its Xerox (XRX) position steady in Q2 2026 at 195 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

CoreCap Advisors first reported a position in XRX in Q4 2021 and has held it in 13 quarters since. The position peaked at $46.4K in Q1 2024. 19 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • CoreCap Advisors held 195 shares of Xerox worth $611 as of Q2 2026.
  • CoreCap Advisors left its Xerox share count unchanged in Q2 2026.
  • Xerox made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2810 holding.
  • CoreCap Advisors first reported a position in Xerox in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Xerox position peaked at $46.4K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.