BFC Planning, Inc.’s Xerox XRX Stock Holding History

BFC Planning, Inc.’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	$436	Buy	+139	New	+$347	﹤0.01%	3264
2026 Q1	–	Sell	-6	Closed	-$14	–	3360
2025 Q4	$14	Buy	+6	New	+$18	﹤0.01%	3205

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BFC Planning, Inc.'s XRX Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Xerox (XRX) in Q2 2026: 139 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #3264 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in XRX as recently as Q4 2025.

BFC Planning, Inc. first reported a position in XRX in Q4 2025 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

BFC Planning, Inc. held 139 shares of Xerox worth $436 as of Q2 2026.
Xerox was a new BFC Planning, Inc. position in Q2 2026.
Xerox made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3264 holding.
BFC Planning, Inc. first reported a position in Xerox in Q4 2025 and has held it in 2 quarters since.
234 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.