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Newbridge Financial Services Group’s Xerox XRX Stock Holding History

Newbridge Financial Services 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 		$13.8K Sell
4,404
-439
-9% -$1.1K ﹤0.01% 795
2026
Q1 		$6.25K Sell
4,843
-1,955
-29% -$3.87K ﹤0.01% 874
2025
Q4 		$16.1K Buy
6,798
+4,798
+240% +$14.2K ﹤0.01% 692
2025
Q3 		$7.52K Hold
2,000
– – ﹤0.01% 950
2025
Q2 		$10.5K Hold
2,000
– – ﹤0.01% 869
2025
Q1 		$9.66K Hold
2,000
– – ﹤0.01% 690
2024
Q4 		$16.9K Buy
2,000
+1,000
+100% +$9.22K ﹤0.01% 640
2024
Q3 		$10.4K Buy
+1,000
New +$10.7K ﹤0.01% 425
2024
Q2 		– Sell
-152
Closed -$2.73K – 1239
2024
Q1 		$2.73K Hold
152
– – ﹤0.01% 967
2023
Q4 		$2.79K Sell
152
-6,200
-98% -$91.7K ﹤0.01% 936
2023
Q3 		$99.7K Hold
6,352
– – 0.05% 298
2023
Q2 		$94.6K Hold
6,352
– – 0.05% 330
2023
Q1 		$97.8K Hold
6,352
– – 0.05% 320
2022
Q4 		$92.7K Hold
6,352
– – 0.05% 315
2022
Q3 		$83K Buy
6,352
+6,200
+4,079% +$100K 0.05% 327
2022
Q2 		$2K Hold
152
– – ﹤0.01% 1233
2022
Q1 		$3K Hold
152
– – ﹤0.01% 1252
2021
Q4 		$3K Hold
152
– – ﹤0.01% 1196
2021
Q3 		$3K Hold
152
– – ﹤0.01% 1145
2021
Q2 		$4K Hold
152
– – ﹤0.01% 1185
2021
Q1 		$4K Hold
152
– – ﹤0.01% 1091
2020
Q4 		$4K Hold
152
– – ﹤0.01% 896
2020
Q3 		$3K Buy
+152
New +$2.66K ﹤0.01% 890

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

Newbridge Financial Services Group's XRX Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Xerox (XRX) stake by 9.1% in Q2 2026, selling an estimated $1.1K and leaving 4,404 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Newbridge Financial Services Group first reported a position in XRX in Q3 2020 and has held it in 23 quarters since. The position peaked at $99.7K in Q3 2023. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • Newbridge Financial Services Group held 4,404 shares of Xerox worth $13.8K as of Q2 2026.
  • Newbridge Financial Services Group sold 439 Xerox shares in Q2 2026, an estimated $1.1K.
  • Xerox made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #795 holding.
  • Newbridge Financial Services Group first reported a position in Xerox in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Xerox position peaked at $99.7K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.