FFA
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Farther Finance Advisors’s Xerox XRX Stock Holding History

Farther Finance 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
Q3 		$427 Sell
135
-1,007
-88% -$3.07K ﹤0.01% 5781
2026
Q2 		$3.58K Buy
1,142
+504
+79% +$1.26K ﹤0.01% 4956
2026
Q1 		$804 Buy
638
+598
+1,495% +$1.18K ﹤0.01% 5161
2025
Q4 		$95 Sell
40
-839
-95% -$2.48K ﹤0.01% 5305
2025
Q3 		$3.31K Sell
879
-2,693
-75% -$11.9K ﹤0.01% 3933
2025
Q2 		$18.8K Buy
3,572
+3,264
+1,060% +$15.9K ﹤0.01% 2714
2025
Q1 		$1.51K Buy
+308
New +$2.31K ﹤0.01% 3483
2024
Q4 		– Sell
-1,813
Closed -$18.8K – 4164
2024
Q3 		$18.8K Buy
+1,813
New +$19.4K ﹤0.01% 2115
2024
Q2 		– Sell
-40
Closed -$712 – 3934
2024
Q1 		$712 Sell
40
-10
-20% -$176 ﹤0.01% 2903
2023
Q4 		$917 Buy
+50
New +$739 ﹤0.01% 2772

Other funds holding XRX

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's XRX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Xerox (XRX) stake by 88% in Q3 2026, selling an estimated $3.07K and leaving 135 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #5781.

Farther Finance Advisors first reported a position in XRX in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.8K in Q2 2025. 10 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

  • Farther Finance Advisors held 135 shares of Xerox worth $427 as of Q3 2026.
  • Farther Finance Advisors sold 1,007 Xerox shares in Q3 2026, an estimated $3.07K.
  • Xerox made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5781 holding.
  • Farther Finance Advisors first reported a position in Xerox in Q4 2023 and has held it in 10 quarters since.
  • Farther Finance Advisors's Xerox position peaked at $18.8K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.