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Lindbrook Capital’s Xerox XRX Stock Holding History

Lindbrook Capital’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
Q1 		$3.16K Buy
655
+445
+212% +$3.34K ﹤0.01% 2134
2024
Q4 		$1.77K Buy
210
+83
+65% +$766 ﹤0.01% 2339
2024
Q3 		$1.32K Sell
127
-25
-16% -$267 ﹤0.01% 2446
2024
Q2 		$1.77K Sell
152
-267
-64% -$3.88K ﹤0.01% 2373
2024
Q1 		$7.5K Hold
419
– – ﹤0.01% 1717
2023
Q4 		$7.68K Buy
419
+370
+755% +$5.47K ﹤0.01% 1676
2023
Q3 		$769 Buy
+49
New +$774 ﹤0.01% 2434
2023
Q2 		– Sell
-158
Closed -$2.43K – 2865
2023
Q1 		$2.43K Sell
158
-126
-44% -$2.04K ﹤0.01% 2161
2022
Q4 		$4.15K Buy
+284
New +$4.28K ﹤0.01% 1917
2020
Q2 		– Sell
-117
Closed -$2K – 1909
2020
Q1 		$2K Buy
117
+43
+58% +$1.37K ﹤0.01% 1346
2019
Q4 		$3K Hold
74
– – ﹤0.01% 1245
2019
Q3 		$2K Sell
74
-200
-73% -$6.27K ﹤0.01% 1306
2019
Q2 		$9K Buy
274
+200
+270% +$6.68K ﹤0.01% 934
2019
Q1 		$2K Hold
74
– – ﹤0.01% 1259
2018
Q4 		$1K Buy
+74
New +$1.9K ﹤0.01% 1308

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's XRX Position: Q1 2025 in Review

Lindbrook Capital increased its Xerox (XRX) stake by 212% in Q1 2025, buying an estimated $3.34K and bringing the position to 655 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Lindbrook Capital first reported a position in XRX in Q4 2018 and has held it in 15 quarters since. The position peaked at $9K in Q2 2019. 305 funds tracked by Wall St. Rank hold XRX as of Q1 2025.

  • Lindbrook Capital held 655 shares of Xerox worth $3.16K as of Q1 2025.
  • Lindbrook Capital bought 445 Xerox shares in Q1 2025, an estimated $3.34K.
  • Xerox made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2134 holding.
  • Lindbrook Capital first reported a position in Xerox in Q4 2018 and has held it in 15 quarters since.
  • Lindbrook Capital's Xerox position peaked at $9K in Q2 2019.
  • 305 funds tracked by Wall St. Rank held Xerox as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.