Sigma Planning Corp’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $104K | Buy |
33,274
+1,371
| +4% | +$3.42K | ﹤0.01% | 1379 |
|
|
2026
Q1 | $41.2K | Sell |
31,903
-4,441
| -12% | -$8.78K | ﹤0.01% | 1299 |
|
|
2025
Q4 | $86.2K | Buy |
36,344
+7,978
| +28% | +$23.6K | ﹤0.01% | 1270 |
|
|
2025
Q3 | $107K | Buy |
28,366
+12,994
| +85% | +$57.4K | ﹤0.01% | 1247 |
|
|
2025
Q2 | $81K | Buy |
15,372
+3,922
| +34% | +$19.1K | ﹤0.01% | 1218 |
|
|
2025
Q1 | $55.3K | Buy |
+11,450
| New | +$85.9K | ﹤0.01% | 1180 |
|
|
2024
Q1 | – | Sell |
-13,343
| Closed | -$245K | – | 1254 |
|
|
2023
Q4 | $245K | Buy |
13,343
+3,329
| +33% | +$49.2K | 0.02% | 698 |
|
|
2023
Q3 | $157K | Sell |
10,014
-44,590
| -82% | -$704K | 0.01% | 1112 |
|
|
2023
Q2 | $813K | Buy |
54,604
+2,408
| +5% | +$35.3K | 0.03% | 540 |
|
|
2023
Q1 | $804K | Buy |
52,196
+14,964
| +40% | +$242K | 0.03% | 597 |
|
|
2022
Q4 | $544K | Buy |
37,232
+1,137
| +3% | +$17.1K | 0.02% | 732 |
|
|
2022
Q3 | $472K | Buy |
36,095
+348
| +1% | +$5.63K | 0.02% | 753 |
|
|
2022
Q2 | $531K | Buy |
35,747
+15,115
| +73% | +$268K | 0.02% | 724 |
|
|
2022
Q1 | $416K | Sell |
20,632
-4,463
| -18% | -$93.8K | 0.01% | 916 |
|
|
2021
Q4 | $568K | Buy |
+25,095
| New | +$510K | 0.02% | 797 |
|
|
2020
Q3 | – | Sell |
-27,576
| Closed | -$422K | – | 1174 |
|
|
2020
Q2 | $422K | Buy |
+27,576
| New | +$476K | 0.02% | 650 |
|
|
2017
Q3 | – | Sell |
-11,048
| Closed | -$317K | – | 877 |
|
|
2017
Q2 | $317K | Sell |
11,048
-335
| -3% | -$9.46K | 0.03% | 555 |
|
|
2017
Q1 | $334K | Buy |
11,383
+4,971
| +78% | +$143K | 0.03% | 536 |
|
|
2016
Q4 | $148K | Sell |
6,412
-1,650
| -20% | -$41.1K | 0.02% | 683 |
|
|
2016
Q3 | $215K | Buy |
8,062
+40
| +0.5% | +$1.03K | 0.03% | 632 |
|
|
2016
Q2 | $201K | Buy |
8,022
+247
| +3% | +$6.5K | 0.03% | 617 |
|
|
2016
Q1 | $229K | Sell |
7,775
-409
| -5% | -$10.5K | 0.03% | 551 |
|
|
2015
Q4 | $229K | Sell |
8,184
-129
| -2% | -$3.47K | 0.03% | 549 |
|
|
2015
Q3 | $213K | Sell |
8,313
-26
| -0.3% | -$721 | 0.03% | 548 |
|
|
2015
Q2 | $234K | Buy |
8,339
+60
| +0.7% | +$1.85K | 0.03% | 573 |
|
|
2015
Q1 | $280K | Buy |
8,279
+900
| +12% | +$31.8K | 0.04% | 551 |
|
|
2014
Q4 | $269K | Buy |
+7,379
| New | +$260K | 0.04% | 539 |
|
Other funds holding XRX
BGDI
Sigma Planning Corp's XRX Position: Q2 2026 in Review
Sigma Planning Corp increased its Xerox (XRX) stake by 4.3% in Q2 2026, buying an estimated $3.42K and bringing the position to 33,274 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.
Sigma Planning Corp first reported a position in XRX in Q4 2014 and has held it in 27 quarters since. The position peaked at $813K in Q2 2023. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.
- Sigma Planning Corp held 33,274 shares of Xerox worth $104K as of Q2 2026.
- Sigma Planning Corp bought 1,371 Xerox shares in Q2 2026, an estimated $3.42K.
- Xerox made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1379 holding.
- Sigma Planning Corp first reported a position in Xerox in Q4 2014 and has held it in 27 quarters since.
- Sigma Planning Corp's Xerox position peaked at $813K in Q2 2023.
- 232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.