Sigma Planning Corp
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Sigma Planning Corp’s Xerox XRX Stock Holding History

Sigma Planning Corp’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
Q3 		$95.3K Sell
30,103
-3,171
-10% -$9.7K ﹤0.01% 1296
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% +$1.86K 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

Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sigma Planning Corp's XRX Position: Q3 2026 in Review

Sigma Planning Corp reduced its Xerox (XRX) stake by 9.5% in Q3 2026, selling an estimated $9.7K and leaving 30,103 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Sigma Planning Corp first reported a position in XRX in Q4 2014 and has held it in 28 quarters since. The position peaked at $813K in Q2 2023. 37 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

  • Sigma Planning Corp held 30,103 shares of Xerox worth $95.3K as of Q3 2026.
  • Sigma Planning Corp sold 3,171 Xerox shares in Q3 2026, an estimated $9.7K.
  • Xerox made up ﹤0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1296 holding.
  • Sigma Planning Corp first reported a position in Xerox in Q4 2014 and has held it in 28 quarters since.
  • Sigma Planning Corp's Xerox position peaked at $813K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.