Fortis Group Advisors’s Xerox XRX Stock Holding History

Fortis Group 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 Q1	$32	Hold	25	–	–	﹤0.01%	571
2025 Q4	$59	Hold	25	–	–	﹤0.01%	565
2025 Q3	$94	Hold	25	–	–	﹤0.01%	521
2025 Q2	$132	Hold	25	–	–	﹤0.01%	505
2025 Q1	$121	Hold	25	–	–	﹤0.01%	477
2024 Q4	$211	Hold	25	–	–	﹤0.01%	481
2024 Q3	$260	Hold	25	–	–	﹤0.01%	471
2024 Q2	$291	Hold	25	–	–	﹤0.01%	473
2024 Q1	$448	Sell	25 -25	-50%	-$439	﹤0.01%	478
2023 Q4	$916	Buy	50 +25	+100%	+$370	﹤0.01%	418
2023 Q3	$392	Buy	+25	New	+$395	﹤0.01%	418
2020 Q3	$0	Buy	+25	New	+$438	﹤0.01%	483

Other funds holding XRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return