Prism Advisors
XRXDW icon

Prism Advisors’s Xerox Holdings Corp Warrants XRXDW Stock Holding History

Prism Advisors’s Portfolio XRXDW Stock Details XRXDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.04K Hold
15,535
– – ﹤0.01% 82
2026
Q2 		$4.27K Buy
15,535
+1,050
+7% +$286 ﹤0.01% 77
2026
Q1 		$1.31K Buy
+14,485
New +$1.6K ﹤0.01% 75

Other funds holding XRXDW

Chicago Capital Management
Chicago Capital Management Chicago, Illinois $110M AUM 69.96% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Prism Advisors's XRXDW Position: Q3 2026 in Review

Prism Advisors held its Xerox Holdings Corp Warrants (XRXDW) position steady in Q3 2026 at 15,535 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #82.

Prism Advisors first reported a position in XRXDW in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.27K in Q2 2026. 25 funds tracked by Wall St. Rank hold XRXDW as of Q3 2026.

  • Prism Advisors held 15,535 shares of Xerox Holdings Corp Warrants worth $4.04K as of Q3 2026.
  • Prism Advisors left its Xerox Holdings Corp Warrants share count unchanged in Q3 2026.
  • Xerox Holdings Corp Warrants made up ﹤0.01% of Prism Advisors's portfolio in Q3 2026, its #82 holding.
  • Prism Advisors first reported a position in Xerox Holdings Corp Warrants in Q1 2026 and has held it in 3 quarters since.
  • Prism Advisors's Xerox Holdings Corp Warrants position peaked at $4.27K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Xerox Holdings Corp Warrants as of Q3 2026.

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