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Stonebridge Financial Group (Pennsylvania)’s Xerox XRX Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-143
Closed -$691 – 969
2025
Q1 		$691 Hold
143
– – ﹤0.01% 838
2024
Q4 		$1.21K Buy
+143
New +$1.32K ﹤0.01% 769

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

Stonebridge Financial Group (Pennsylvania)'s XRX Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Xerox (XRX) in Q2 2025, closing a stake of 143 shares — an estimated $691 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XRX in Q4 2024 and held it in 2 quarters. The position peaked at $1.21K in Q4 2024. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Xerox position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 143 Xerox shares in Q2 2025, an estimated $691.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Xerox in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Xerox position peaked at $1.21K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.