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McCarley & Cook Financial Planners’s Xerox XRX Stock Holding History

McCarley & Cook Financial Planners’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 		$171 Hold
54
– – ﹤0.01% 267
2026
Q2 		$169 Hold
54
– – ﹤0.01% 256
2026
Q1 		$70 Hold
54
– – ﹤0.01% 274
2025
Q4 		$128 Buy
+54
New +$160 ﹤0.01% 290

Other funds holding XRX

Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Prism Advisors
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

McCarley & Cook Financial Planners's XRX Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Xerox (XRX) position steady in Q3 2026 at 54 shares worth $171. The position accounts for ﹤0.01% of the portfolio, ranked #267.

McCarley & Cook Financial Planners first reported a position in XRX in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

  • McCarley & Cook Financial Planners held 54 shares of Xerox worth $171 as of Q3 2026.
  • McCarley & Cook Financial Planners left its Xerox share count unchanged in Q3 2026.
  • Xerox made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #267 holding.
  • McCarley & Cook Financial Planners first reported a position in Xerox in Q4 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.