SageView Advisory Group’s Xerox XRX Stock Holding History

SageView Advisory Group’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	–	Sell	-55	Closed	-$131	–	2470
2025 Q4	$131	Buy	+55	New	+$163	﹤0.01%	2529

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SageView Advisory Group's XRX Position: Q1 2026 in Review

SageView Advisory Group sold out of Xerox (XRX) in Q1 2026, closing a stake of 55 shares — an estimated $131 sold.

SageView Advisory Group first reported a position in XRX in Q4 2025 and held it in 1 quarter. The position peaked at $131 in Q4 2025. 220 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

SageView Advisory Group reported no remaining Xerox position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 55 Xerox shares in Q1 2026, an estimated $131.
SageView Advisory Group first reported a position in Xerox in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Xerox position peaked at $131 in Q4 2025.
220 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.