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IEQ Capital’s Xerox XRX Stock Holding History

IEQ Capital’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 		$133K Buy
+42,571
New +$106K ﹤0.01% 1899
2025
Q2 		– Sell
-17,124
Closed -$82.7K – 2019
2025
Q1 		$82.7K Buy
+17,124
New +$128K ﹤0.01% 1505
2024
Q4 		– Sell
-13,409
Closed -$139K – 1448
2024
Q3 		$139K Buy
+13,409
New +$143K ﹤0.01% 1087

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

IEQ Capital's XRX Position: Q2 2026 in Review

IEQ Capital opened a new position in Xerox (XRX) in Q2 2026: 42,571 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1899 among its holdings. This is a return to the name: IEQ Capital previously reported a position in XRX as recently as Q1 2025.

IEQ Capital first reported a position in XRX in Q3 2024 and has held it in 3 quarters since. The position peaked at $139K in Q3 2024. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • IEQ Capital held 42,571 shares of Xerox worth $133K as of Q2 2026.
  • Xerox was a new IEQ Capital position in Q2 2026.
  • Xerox made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1899 holding.
  • IEQ Capital first reported a position in Xerox in Q3 2024 and has held it in 3 quarters since.
  • IEQ Capital's Xerox position peaked at $139K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.