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Kovack Advisors’s Xerox XRX Stock Holding History

Kovack 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
Q2 		$2.23M Buy
720,850
+74,000
+11% +$185K 0.11% 185
2026
Q1 		$815K Buy
646,850
+216,050
+50% +$427K 0.04% 429
2025
Q4 		$1.02M Buy
430,800
+152,750
+55% +$452K 0.05% 366
2025
Q3 		$1.05M Buy
278,050
+117,000
+73% +$517K 0.1% 192
2025
Q2 		$849K Buy
161,050
+36,650
+29% +$179K 0.08% 220
2025
Q1 		$601K Buy
124,400
+62,800
+102% +$471K 0.06% 258
2024
Q4 		$519K Buy
+61,600
New +$568K 0.05% 295
2024
Q2 		– Sell
-22,700
Closed -$406K – 607
2024
Q1 		$406K Sell
22,700
-23,550
-51% -$414K 0.05% 293
2023
Q4 		$848K Sell
46,250
-3,850
-8% -$56.9K 0.1% 195
2023
Q3 		$786K Sell
50,100
-4,000
-7% -$63.2K 0.11% 179
2023
Q2 		$806K Buy
54,100
+17,700
+49% +$259K 0.1% 191
2023
Q1 		$561K Buy
36,400
+8,200
+29% +$133K 0.08% 273
2022
Q4 		$412K Buy
28,200
+369
+1% +$5.56K 0.06% 326
2022
Q3 		$364K Buy
27,831
+2,100
+8% +$34K 0.05% 362
2022
Q2 		$382K Buy
25,731
+9,900
+63% +$175K 0.05% 387
2022
Q1 		$319K Sell
15,831
-35,450
-69% -$745K 0.03% 512
2021
Q4 		$1.16M Sell
51,281
-969
-2% -$19.7K 0.11% 194
2021
Q3 		$1.05M Buy
52,250
+32,750
+168% +$743K 0.11% 203
2021
Q2 		$458K Buy
19,500
+10,581
+119% +$256K 0.05% 380
2021
Q1 		$216K Buy
+8,919
New +$213K 0.03% 561

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

Kovack Advisors's XRX Position: Q2 2026 in Review

Kovack Advisors increased its Xerox (XRX) stake by 11% in Q2 2026, buying an estimated $185K and bringing the position to 720,850 shares worth $2.23M. The position accounts for 0.11% of the portfolio, ranked #185.

Kovack Advisors first reported a position in XRX in Q1 2021 and has held it in 20 quarters since. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • Kovack Advisors held 720,850 shares of Xerox worth $2.23M as of Q2 2026.
  • Kovack Advisors bought 74,000 Xerox shares in Q2 2026, an estimated $185K.
  • Xerox made up 0.11% of Kovack Advisors's portfolio in Q2 2026, its #185 holding.
  • Kovack Advisors first reported a position in Xerox in Q1 2021 and has held it in 20 quarters since.
  • 231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.