Rise Advisors’s Xerox XRX Stock Holding History

Rise 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
2025 Q4	–	Sell	-159	Closed	-$599	–	1463
2025 Q3	$599	Sell	159 -104	-40%	-$460	﹤0.01%	1368
2025 Q2	$1.38K	Buy	263 +109	+71%	+$532	﹤0.01%	1237
2025 Q1	$744	Sell	154 -787	-84%	-$5.91K	﹤0.01%	1334
2024 Q4	$7.93K	Buy	941 +27	+3%	+$249	﹤0.01%	1024
2024 Q3	$9.49K	Buy	914 +20	+2%	+$214	﹤0.01%	1018
2024 Q2	$10.4K	Buy	894 +15	+2%	+$218	0.01%	1003
2024 Q1	$15.7K	Buy	879 +742	+542%	+$13K	0.01%	830
2023 Q4	$2.51K	Buy	137 +3	+2%	+$44	﹤0.01%	438
2023 Q3	$2.1K	Buy	134 +2	+2%	+$32	﹤0.01%	461
2023 Q2	$1.97K	Buy	132 +2	+2%	+$29	﹤0.01%	517
2023 Q1	$2K	Buy	130 +2	+2%	+$32	﹤0.01%	574
2022 Q4	$1.87K	Buy	128 +2	+2%	+$30	﹤0.01%	577
2022 Q3	$2K	Buy	126 +2	+2%	+$32	﹤0.01%	580
2022 Q2	$2K	Buy	124 +2	+2%	+$35	﹤0.01%	590
2022 Q1	$2K	Buy	122 +1	+0.8%	+$21	﹤0.01%	567
2021 Q4	$2.74K	Buy	+121	New	+$2.46K	﹤0.01%	489

Other funds holding XRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return