Root Financial Partners’s Xerox XRX Stock Holding History

Root Financial Partners’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 Q1	$244	Buy	+189	New	+$374	﹤0.01%	3104

Other funds holding XRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Root Financial Partners's XRX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Xerox (XRX) in Q1 2026: 189 shares worth $244. The stake represents ﹤0.01% of the portfolio and ranks #3104 among its holdings.

219 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

Root Financial Partners held 189 shares of Xerox worth $244 as of Q1 2026.
Xerox was a new Root Financial Partners position in Q1 2026.
Xerox made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3104 holding.
219 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.