Larson Financial Group’s Xerox XRX Stock Holding History

Larson Financial Group’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 Q3	$3.16K	Hold	1,000	–	–	﹤0.01%	3057
2026 Q2	$3.13K	Sell	1,000 -1,400	-58%	-$3.5K	﹤0.01%	2960
2026 Q1	$3.1K	Buy	+2,400	New	+$4.74K	﹤0.01%	2817
2025 Q3	–	Sell	-551	Closed	-$2.9K	–	3674
2025 Q2	$2.9K	Sell	551 -5,956	-92%	-$29.1K	﹤0.01%	2282
2025 Q1	$31.4K	Buy	6,507 +5,000	+332%	+$37.5K	﹤0.01%	1200
2024 Q4	$12.7K	Hold	1,507	–	–	﹤0.01%	1399
2024 Q3	$15.6K	Hold	1,507	–	–	﹤0.01%	1305
2024 Q2	$17.5K	Buy	+1,507	New	+$21.9K	﹤0.01%	1094
2020 Q4	–	Sell	-500	Closed	-$9K	–	866
2020 Q3	$9K	Buy	+500	New	+$8.76K	﹤0.01%	462

Other funds holding XRX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Larson Financial Group's XRX Position: Q3 2026 in Review

Larson Financial Group held its Xerox (XRX) position steady in Q3 2026 at 1,000 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3057.

Larson Financial Group first reported a position in XRX in Q3 2020 and has held it in 9 quarters since. The position peaked at $31.4K in Q1 2025. 99 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

Larson Financial Group held 1,000 shares of Xerox worth $3.16K as of Q3 2026.
Larson Financial Group left its Xerox share count unchanged in Q3 2026.
Xerox made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3057 holding.
Larson Financial Group first reported a position in Xerox in Q3 2020 and has held it in 9 quarters since.
Larson Financial Group's Xerox position peaked at $31.4K in Q1 2025.
99 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.