Next Level Wealth Planning’s Xerox XRX Stock Holding History

Next Level 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	$13	Buy	+4	New	+$12	﹤0.01%	517

Other funds holding XRX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Next Level Wealth Planning's XRX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Xerox (XRX) in Q3 2026: 4 shares worth $13. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

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

Next Level Wealth Planning held 4 shares of Xerox worth $13 as of Q3 2026.
Xerox was a new Next Level Wealth Planning position in Q3 2026.
Xerox made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #517 holding.
99 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.