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 Q2	–	Sell	-189	Closed	-$244	–	3237
2026 Q1	$244	Buy	+189	New	+$374	﹤0.01%	3104

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

Root Financial Partners's XRX Position: Q2 2026 in Review

Root Financial Partners sold out of Xerox (XRX) in Q2 2026, closing a stake of 189 shares — an estimated $244 sold.

Root Financial Partners first reported a position in XRX in Q1 2026 and held it in 1 quarter. The position peaked at $244 in Q1 2026. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Root Financial Partners reported no remaining Xerox position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 189 Xerox shares in Q2 2026, an estimated $244.
Root Financial Partners first reported a position in Xerox in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Xerox position peaked at $244 in Q1 2026.
231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.