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Rothschild Investment LLC’s Xerox XRX Stock Holding History

Rothschild Investment LLC’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 		$3.78K Buy
1,209
+1,006
+496% +$2.51K ﹤0.01% 2436
2026
Q1 		$262 Buy
203
+36
+22% +$71 ﹤0.01% 3253
2025
Q4 		$396 Buy
167
+85
+104% +$252 ﹤0.01% 2983
2025
Q3 		$308 Sell
82
-55
-40% -$243 ﹤0.01% 2933
2025
Q2 		$722 Sell
137
-90
-40% -$439 ﹤0.01% 2611
2025
Q1 		$1.1K Buy
227
+190
+514% +$1.43K ﹤0.01% 2286
2024
Q4 		$312 Sell
37
-70
-65% -$646 ﹤0.01% 2681
2024
Q3 		$1.11K Buy
107
+70
+189% +$749 ﹤0.01% 2102
2024
Q2 		$430 Buy
37
+10
+37% +$145 ﹤0.01% 2113
2024
Q1 		$483 Buy
27
+10
+59% +$176 ﹤0.01% 1373
2023
Q4 		$312 Buy
+17
New +$251 ﹤0.01% 1255
2017
Q2 		– Sell
-2,618
Closed -$77K – 488
2017
Q1 		$77K Buy
+2,618
New +$75.6K 0.01% 464

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Rothschild Investment LLC's XRX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Xerox (XRX) stake by 496% in Q2 2026, buying an estimated $2.51K and bringing the position to 1,209 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Rothschild Investment LLC first reported a position in XRX in Q1 2017 and has held it in 12 quarters since. The position peaked at $77K in Q1 2017. 87 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • Rothschild Investment LLC held 1,209 shares of Xerox worth $3.78K as of Q2 2026.
  • Rothschild Investment LLC bought 1,006 Xerox shares in Q2 2026, an estimated $2.51K.
  • Xerox made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2436 holding.
  • Rothschild Investment LLC first reported a position in Xerox in Q1 2017 and has held it in 12 quarters since.
  • Rothschild Investment LLC's Xerox position peaked at $77K in Q1 2017.
  • 87 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.