Institute for Wealth Management’s Xerox XRX Stock Holding History

Institute for Wealth Management’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	$4.7K	Buy	+1,500	New	+$3.75K	﹤0.01%	1465

Other funds holding XRX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Institute for Wealth Management's XRX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Xerox (XRX) in Q2 2026: 1,500 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings.

99 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Institute for Wealth Management held 1,500 shares of Xerox worth $4.7K as of Q2 2026.
Xerox was a new Institute for Wealth Management position in Q2 2026.
Xerox made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1465 holding.
99 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.