IFP Advisors’s Xerox XRX Stock Holding History

IFP 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	$342	Buy	108 +25	+30%	+$76	﹤0.01%	4771
2026 Q2	$260	Hold	83	–	–	﹤0.01%	4811
2026 Q1	$107	Sell	83 -391	-82%	-$773	﹤0.01%	4729
2025 Q4	$1.12K	Hold	474	–	–	﹤0.01%	4036
2025 Q3	$1.78K	Buy	+474	New	+$2.1K	﹤0.01%	3747
2025 Q2	–	Sell	-52	Closed	-$254	–	2638
2025 Q1	$551	Hold	52	–	–	﹤0.01%	3443
2024 Q4	$961	Sell	52 -31	-37%	-$286	﹤0.01%	3287
2024 Q3	$863	Sell	83 -217	-72%	-$2.32K	﹤0.01%	3095
2024 Q2	$3.48K	Hold	300	–	–	﹤0.01%	2683
2024 Q1	$5.37K	Sell	300 -349	-54%	-$6.14K	﹤0.01%	2435
2023 Q4	$11.9K	Sell	649 -474	-42%	-$7.01K	﹤0.01%	2128
2023 Q3	$17.6K	Buy	1,123 +295	+36%	+$4.66K	﹤0.01%	1998
2023 Q2	$12.3K	Buy	828 +49	+6%	+$717	﹤0.01%	2220
2023 Q1	$24.6K	Sell	779 -2,652	-77%	-$42.9K	﹤0.01%	1929
2022 Q4	$109K	Sell	3,431 -1,079	-24%	-$16.3K	﹤0.01%	1698
2022 Q3	$144K	Buy	4,510 +286	+7%	+$4.63K	﹤0.01%	1618
2022 Q2	$135K	Hold	4,224	–	–	﹤0.01%	1500
2022 Q1	$135K	Buy	4,224 +3,441	+439%	+$72.3K	﹤0.01%	1500
2021 Q4	$18K	Buy	783 +26	+3%	+$528	﹤0.01%	1995
2021 Q3	$16K	Hold	757	–	–	﹤0.01%	2095
2021 Q2	$19K	Buy	757 +434	+134%	+$10.5K	﹤0.01%	1963
2021 Q1	$8K	Hold	323	–	–	﹤0.01%	2243
2020 Q4	$8K	Sell	323 -175	-35%	-$3.7K	﹤0.01%	2166
2020 Q3	$9K	Buy	498 +184	+59%	+$3.22K	﹤0.01%	1960
2020 Q2	$5K	Hold	314	–	–	﹤0.01%	2117
2020 Q1	$6K	Sell	314 -1,424	-82%	-$45.2K	﹤0.01%	2017
2019 Q4	$65K	Buy	1,738 +18	+1%	+$629	﹤0.01%	1152
2019 Q3	$53K	Buy	+1,720	New	+$53.9K	﹤0.01%	1346
2019 Q1	$2K	Sell	50 -370	-88%	-$10.4K	﹤0.01%	2126
2018 Q4	$8K	Buy	420 +75	+22%	+$1.92K	﹤0.01%	2633
2018 Q3	$9K	Buy	345 +51	+17%	+$1.35K	﹤0.01%	2925
2018 Q2	$7K	Hold	294	–	–	﹤0.01%	3117
2018 Q1	$9K	Hold	294	–	–	﹤0.01%	2869
2017 Q4	$9K	Sell	294 -1,132	-79%	-$34.4K	﹤0.01%	2914
2017 Q3	$47K	Sell	1,426 -63	-4%	-$1.98K	﹤0.01%	2031
2017 Q2	$43K	Sell	1,489 -1,119	-43%	-$31.6K	﹤0.01%	2074
2017 Q1	$77K	Sell	2,608 -508	-16%	-$14.7K	﹤0.01%	1672
2016 Q4	$72K	Buy	3,116 +18	+0.6%	+$448	﹤0.01%	1666
2016 Q3	$83K	Sell	3,098 -185	-6%	-$4.78K	﹤0.01%	1491
2016 Q2	$82K	Buy	3,283 +3,264	+17,179%	+$85.9K	﹤0.01%	1460
2016 Q1	$2K	Sell	19 -6,678	-100%	-$172K	﹤0.01%	2121
2015 Q4	$188K	Buy	+6,697	New	+$180K	0.01%	855

Other funds holding XRX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

IFP Advisors's XRX Position: Q3 2026 in Review

IFP Advisors increased its Xerox (XRX) stake by 30% in Q3 2026, buying an estimated $76 and bringing the position to 108 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #4771.

IFP Advisors first reported a position in XRX in Q4 2015 and has held it in 42 quarters since. The position peaked at $188K in Q4 2015. 108 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

IFP Advisors held 108 shares of Xerox worth $342 as of Q3 2026.
IFP Advisors bought 25 Xerox shares in Q3 2026, an estimated $76.
Xerox made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4771 holding.
IFP Advisors first reported a position in Xerox in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Xerox position peaked at $188K in Q4 2015.
108 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.