Mackenzie Financial
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Mackenzie Financial’s Xerox XRX Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-108,558
Closed -$524K – 1816
2025
Q1 		$524K Buy
108,558
+91,570
+539% +$687K ﹤0.01% 1186
2024
Q4 		$143K Sell
16,988
-8,261
-33% -$76.2K ﹤0.01% 1608
2024
Q3 		$262K Buy
25,249
+7,370
+41% +$78.8K ﹤0.01% 1250
2024
Q2 		$208K Hold
17,879
– – ﹤0.01% 1327
2024
Q1 		$320K Buy
17,879
+7,551
+73% +$133K ﹤0.01% 1147
2023
Q4 		$189K Sell
10,328
-14,641
-59% -$216K ﹤0.01% 1342
2023
Q3 		$380K Buy
24,969
+80
+0.3% +$1.26K ﹤0.01% 1076
2023
Q2 		$374K Buy
24,889
+422
+2% +$6.18K ﹤0.01% 1105
2023
Q1 		$377K Hold
24,467
– – ﹤0.01% 1105
2022
Q4 		$357K Sell
24,467
-375
-2% -$5.65K ﹤0.01% 1033
2022
Q3 		$325K Sell
24,842
-294
-1% -$4.76K ﹤0.01% 1062
2022
Q2 		$373K Buy
25,136
+7,786
+45% +$138K ﹤0.01% 1007
2022
Q1 		$350K Buy
17,350
+3,650
+27% +$76.7K ﹤0.01% 1068
2021
Q4 		$310K Buy
13,700
+1,848
+16% +$37.5K ﹤0.01% 1133
2021
Q3 		$239K Buy
+11,852
New +$269K ﹤0.01% 1234
2021
Q1 		– Sell
-169,397
Closed -$3.93M – 1207
2020
Q4 		$3.93M Sell
169,397
-114,169
-40% -$2.41M 0.01% 485
2020
Q3 		$5.32M Buy
283,566
+102,502
+57% +$1.8M 0.01% 398
2020
Q2 		$2.77M Buy
181,064
+110,258
+156% +$1.9M 0.01% 487
2020
Q1 		$1.34M Buy
70,806
+4,582
+7% +$146K ﹤0.01% 585
2019
Q4 		$2.44M Buy
66,224
+807
+1% +$28.2K 0.01% 575
2019
Q3 		$1.96M Buy
+65,417
New +$2.05M 0.01% 613
2018
Q4 		– Sell
-90,640
Closed -$2.44M – 1257
2018
Q3 		$2.44M Buy
90,640
+26,974
+42% +$713K 0.01% 612
2018
Q2 		$1.53M Buy
63,666
+35
+0.1% +$989 ﹤0.01% 629
2018
Q1 		$1.83M Buy
63,631
+59
+0.1% +$1.81K ﹤0.01% 575
2017
Q4 		$1.85M Buy
+63,572
New +$1.93M ﹤0.01% 544

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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mackenzie Financial's XRX Position: Q2 2025 in Review

Mackenzie Financial sold out of Xerox (XRX) in Q2 2025, closing a stake of 108,558 shares — an estimated $524K sold.

Mackenzie Financial first reported a position in XRX in Q4 2017 and held it in 25 quarters. The position peaked at $5.32M in Q3 2020. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

  • Mackenzie Financial reported no remaining Xerox position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 108,558 Xerox shares in Q2 2025, an estimated $524K.
  • Mackenzie Financial first reported a position in Xerox in Q4 2017 and held it in 25 quarters.
  • Mackenzie Financial's Xerox position peaked at $5.32M in Q3 2020.
  • 294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.