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 Q3	$29.6K	Sell	9,365 -15,281	-62%	-$46.6K	﹤0.01%	1594
2026 Q2	$77.1K	Buy	24,646 +22,914	+1,323%	+$57.2K	0.01%	1023
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

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

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's XRX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Xerox (XRX) stake by 62% in Q3 2026, selling an estimated $46.6K and leaving 9,365 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Pinnacle Wealth Planning Services first reported a position in XRX in Q4 2020 and has held it in 5 quarters since. The position peaked at $77.1K in Q2 2026. 50 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

Pinnacle Wealth Planning Services held 9,365 shares of Xerox worth $29.6K as of Q3 2026.
Pinnacle Wealth Planning Services sold 15,281 Xerox shares in Q3 2026, an estimated $46.6K.
Xerox made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1594 holding.
Pinnacle Wealth Planning Services first reported a position in Xerox in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Xerox position peaked at $77.1K in Q2 2026.
50 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.