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Meriwether Wealth & Planning’s Xerox XRX Stock Holding History

Meriwether Wealth & Planning’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 		$266 Buy
+84
New +$256 ﹤0.01% 828

Other funds holding XRX

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Meriwether Wealth & Planning's XRX Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Xerox (XRX) in Q3 2026: 84 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

10 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

  • Meriwether Wealth & Planning held 84 shares of Xerox worth $266 as of Q3 2026.
  • Xerox was a new Meriwether Wealth & Planning position in Q3 2026.
  • Xerox made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #828 holding.
  • 10 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.