IFP Advisors
XRXDW icon

IFP Advisors’s Xerox Holdings Corp Warrants XRXDW Stock Holding History

IFP Advisors’s Portfolio XRXDW Stock Details XRXDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14 Buy
52
+12
+30% +$4 ﹤0.01% 5156
2026
Q2 		$11 Hold
40
– – ﹤0.01% 5091
2026
Q1 		$4 Buy
+40
New +$4 ﹤0.01% 5001

Other funds holding XRXDW

Chicago Capital Management
Chicago Capital Management Chicago, Illinois $110M AUM 69.96% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors's XRXDW Position: Q3 2026 in Review

IFP Advisors increased its Xerox Holdings Corp Warrants (XRXDW) stake by 30% in Q3 2026, buying an estimated $4 and bringing the position to 52 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #5156.

IFP Advisors first reported a position in XRXDW in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold XRXDW as of Q3 2026.

  • IFP Advisors held 52 shares of Xerox Holdings Corp Warrants worth $14 as of Q3 2026.
  • IFP Advisors bought 12 Xerox Holdings Corp Warrants shares in Q3 2026, an estimated $4.
  • Xerox Holdings Corp Warrants made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5156 holding.
  • IFP Advisors first reported a position in Xerox Holdings Corp Warrants in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Xerox Holdings Corp Warrants as of Q3 2026.

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