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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's XRX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Xerox (XRX) stake by 1,323% in Q2 2026, buying an estimated $57.2K and bringing the position to 24,646 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #1023.

Pinnacle Wealth Planning Services first reported a position in XRX in Q4 2020 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 24,646 shares of Xerox worth $77.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 22,914 Xerox shares in Q2 2026, an estimated $57.2K.
  • Xerox made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1023 holding.
  • Pinnacle Wealth Planning Services first reported a position in Xerox in Q4 2020 and has held it in 4 quarters since.
  • 232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.