Mascoma Wealth Management’s Xerox Holdings Corp Warrants XRXDW Stock Holding History

Mascoma Wealth Management’s Portfolio XRXDW Stock Details XRXDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.38K	Buy	+5,000	New	+$1.46K	﹤0.01%	481

Other funds holding XRXDW

Chicago Capital Management Chicago, Illinois $110M AUM 69.96% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Mascoma Wealth Management's XRXDW Position: Q3 2026 in Review

Mascoma Wealth Management opened a new position in Xerox Holdings Corp Warrants (XRXDW) in Q3 2026: 5,000 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings.

25 funds tracked by Wall St. Rank hold XRXDW as of Q3 2026.

Mascoma Wealth Management held 5,000 shares of Xerox Holdings Corp Warrants worth $1.38K as of Q3 2026.
Xerox Holdings Corp Warrants was a new Mascoma Wealth Management position in Q3 2026.
Xerox Holdings Corp Warrants made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #481 holding.
25 funds tracked by Wall St. Rank held Xerox Holdings Corp Warrants as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.