Merit Financial Group’s Xerox XRX Stock Holding History

Merit 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 Q2	$475K	Buy	+151,814	New	+$379K	﹤0.01%	1530

Other funds holding XRX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Coastwise Capital Group La Jolla, California $172M AUM 32.78% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's XRX Position: Q2 2026 in Review

Merit Financial Group opened a new position in Xerox (XRX) in Q2 2026: 151,814 shares worth $475K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings.

22 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Merit Financial Group held 151,814 shares of Xerox worth $475K as of Q2 2026.
Xerox was a new Merit Financial Group position in Q2 2026.
Xerox made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1530 holding.
22 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.