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Pinnacle Wealth Planning Services’s Xerox XRX Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$2.23K Buy
1,732
+1,519
+713% +$3K ﹤0.01% 2427
2025
Q4 		$505 Buy
+213
New +$630 ﹤0.01% 2651
2021
Q1 		– Sell
-891
Closed -$21K – 2000
2020
Q4 		$21K Buy
+891
New +$18.8K 0.01% 1139

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's XRX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Xerox (XRX) stake by 713% in Q1 2026, buying an estimated $3K and bringing the position to 1,732 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Pinnacle Wealth Planning Services first reported a position in XRX in Q4 2020 and has held it in 3 quarters since. The position peaked at $21K in Q4 2020. 219 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,732 shares of Xerox worth $2.23K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,519 Xerox shares in Q1 2026, an estimated $3K.
  • Xerox made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2427 holding.
  • Pinnacle Wealth Planning Services first reported a position in Xerox in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Xerox position peaked at $21K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.