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Kestra Investment Management’s Xerox XRX Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-944
Closed -$4.77K – 1010
2025
Q2 		$4.77K Buy
944
+472
+100% +$2.3K ﹤0.01% 800
2025
Q1 		$2.28K Buy
+472
New +$3.54K ﹤0.01% 755

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Investment Management's XRX Position: Q3 2025 in Review

Kestra Investment Management sold out of Xerox (XRX) in Q3 2025, closing a stake of 944 shares — an estimated $4.77K sold.

Kestra Investment Management first reported a position in XRX in Q1 2025 and held it in 2 quarters. The position peaked at $4.77K in Q2 2025. 277 funds tracked by Wall St. Rank hold XRX as of Q3 2025.

  • Kestra Investment Management reported no remaining Xerox position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 944 Xerox shares in Q3 2025, an estimated $4.77K.
  • Kestra Investment Management first reported a position in Xerox in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Xerox position peaked at $4.77K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Xerox as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.