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McCarley & Cook Financial Planners’s Xerox Holdings Corp Warrants XRXDW Stock Holding History

McCarley & Cook Financial Planners’s Portfolio XRXDW Stock Details XRXDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7 Hold
27
– – ﹤0.01% 275
2026
Q2 		$7 Hold
27
– – ﹤0.01% 262
2026
Q1 		$2 Buy
+27
New +$3 ﹤0.01% 277

Other funds holding XRXDW

Chicago Capital Management
Chicago Capital Management Chicago, Illinois $110M AUM 69.96% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Xerox Holdings Corp Warrants (XRXDW) position steady in Q3 2026 at 27 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #275.

McCarley & Cook Financial Planners first reported a position in XRXDW in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold XRXDW as of Q3 2026.

  • McCarley & Cook Financial Planners held 27 shares of Xerox Holdings Corp Warrants worth $7 as of Q3 2026.
  • McCarley & Cook Financial Planners left its Xerox Holdings Corp Warrants share count unchanged in Q3 2026.
  • Xerox Holdings Corp Warrants made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #275 holding.
  • McCarley & Cook Financial Planners first reported a position in Xerox Holdings Corp Warrants in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Xerox Holdings Corp Warrants as of Q3 2026.

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