KA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return