Prism Advisors
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Prism Advisors’s Xerox XRX Stock Holding History

Prism Advisors’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 		$84.9K Hold
29,071
– – 0.02% 79
2026
Q2 		$91K Buy
29,071
+100
+0.3% +$250 0.02% 73
2026
Q1 		$37.4K Buy
28,971
+14,800
+104% +$29.3K 0.01% 73
2025
Q4 		$33.6K Hold
14,171
– – 0.01% 75
2025
Q3 		$53.3K Hold
14,171
– – 0.01% 74
2025
Q2 		$74.7K Hold
14,171
– – 0.02% 70
2025
Q1 		$68.4K Buy
14,171
+2,000
+16% +$15K 0.02% 61
2024
Q4 		$103K Buy
+12,171
New +$112K 0.03% 58
2020
Q2 		– Sell
-109,175
Closed -$2.07M – 67
2020
Q1 		$2.07M Buy
109,175
+32,232
+42% +$1.02M 1.33% 27
2019
Q4 		$2.84M Sell
76,943
-558
-0.7% -$19.5K 1.44% 16
2019
Q3 		$2.32M Buy
77,501
+197
+0.3% +$6.17K 1.3% 26
2019
Q2 		$2.74M Sell
77,304
-18,167
-19% -$607K 1.56% 13
2019
Q1 		$3.05M Buy
95,471
+1,252
+1% +$35.3K 1.75% 12
2018
Q4 		$1.86M Sell
94,219
-1,471
-2% -$37.8K 1.18% 22
2018
Q3 		$2.53M Buy
95,690
+6,903
+8% +$183K 1.47% 18
2018
Q2 		$2.17M Buy
88,787
+3,350
+4% +$94.7K 1.15% 26
2018
Q1 		$2.51M Buy
85,437
+1,600
+2% +$49.2K 1.41% 16
2017
Q4 		$2.44M Buy
+83,837
New +$2.55M 1.35% 19

Other funds holding XRX

Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Prism Advisors's XRX Position: Q3 2026 in Review

Prism Advisors held its Xerox (XRX) position steady in Q3 2026 at 29,071 shares worth $84.9K. The position accounts for 0.02% of the portfolio, ranked #79.

Prism Advisors first reported a position in XRX in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.05M in Q1 2019. 32 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

  • Prism Advisors held 29,071 shares of Xerox worth $84.9K as of Q3 2026.
  • Prism Advisors left its Xerox share count unchanged in Q3 2026.
  • Xerox made up 0.02% of Prism Advisors's portfolio in Q3 2026, its #79 holding.
  • Prism Advisors first reported a position in Xerox in Q4 2017 and has held it in 18 quarters since.
  • Prism Advisors's Xerox position peaked at $3.05M in Q1 2019.
  • 32 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.