SHF
XRX icon

Safe Harbor Fiduciary’s Xerox XRX Stock Holding History

Safe Harbor Fiduciary’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
Q2 		$179 Buy
34
+1
+3% +$5 ﹤0.01% 218
2025
Q1 		$159 Buy
33
+1
+3% +$8 ﹤0.01% 214
2024
Q4 		$270 Buy
32
+1
+3% +$9 ﹤0.01% 179
2024
Q3 		$323 Buy
+31
New +$332 ﹤0.01% 188

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Safe Harbor Fiduciary's XRX Position: Q2 2025 in Review

Safe Harbor Fiduciary increased its Xerox (XRX) stake by 3% in Q2 2025, buying an estimated $5 and bringing the position to 34 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Safe Harbor Fiduciary first reported a position in XRX in Q3 2024 and has held it in 4 quarters since. The position peaked at $323 in Q3 2024. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

  • Safe Harbor Fiduciary held 34 shares of Xerox worth $179 as of Q2 2025.
  • Safe Harbor Fiduciary bought 1 Xerox share in Q2 2025, an estimated $5.
  • Xerox made up ﹤0.01% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #218 holding.
  • Safe Harbor Fiduciary first reported a position in Xerox in Q3 2024 and has held it in 4 quarters since.
  • Safe Harbor Fiduciary's Xerox position peaked at $323 in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.