PlanVest Financial’s Xerox XRX Stock Holding History

PlanVest Financial’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	$80	Buy	26 +1	+4%	+$2	﹤0.01%	584
2026 Q1	$33	Buy	+25	New	+$49	﹤0.01%	558

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PlanVest Financial's XRX Position: Q2 2026 in Review

PlanVest Financial increased its Xerox (XRX) stake by 4% in Q2 2026, buying an estimated $2 and bringing the position to 26 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #584.

PlanVest Financial first reported a position in XRX in Q1 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

PlanVest Financial held 26 shares of Xerox worth $80 as of Q2 2026.
PlanVest Financial bought 1 Xerox share in Q2 2026, an estimated $2.
Xerox made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #584 holding.
PlanVest Financial first reported a position in Xerox in Q1 2026 and has held it in 2 quarters since.
219 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.