Summit Securities Group
XRX icon

Summit Securities Group’s Xerox XRX Stock Holding History

Summit Securities 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
Q3 		$15.8K Buy
+5,000
New +$15.3K ﹤0.01% 749
2026
Q1 		– Sell
-917
Closed -$2.17K – 1423
2025
Q4 		$2.17K Buy
+917
New +$2.71K ﹤0.01% 954
2025
Q2 		– Sell
-263
Closed -$1.27K – 1479
2025
Q1 		$1.27K Buy
263
+163
+163% +$1.22K ﹤0.01% 691
2024
Q4 		$843 Buy
+100
New +$922 ﹤0.01% 556
2024
Q2 		– Sell
-100
Closed -$1.45K – 828
2024
Q1 		$2K Sell
100
-2,900
-97% -$51K ﹤0.01% 391
2023
Q4 		$55K Buy
3,000
+900
+43% +$13.3K 0.01% 391
2023
Q3 		$33K Sell
2,100
-3,400
-62% -$53.7K ﹤0.01% 325
2023
Q2 		$82K Hold
5,500
– – 0.01% 321
2023
Q1 		$85K Sell
5,500
-200
-4% -$3.23K 0.01% 329
2022
Q4 		$83K Hold
5,700
– – ﹤0.01% 631
2022
Q3 		$75K Hold
5,700
– – 0.01% 566
2022
Q2 		$85K Sell
5,700
-100
-2% -$1.77K 0.01% 442
2022
Q1 		$117K Sell
5,800
-11,200
-66% -$235K 0.01% 479
2021
Q4 		$385K Buy
+17,000
New +$345K 0.02% 430
2020
Q1 		– Sell
-6,800
Closed -$251K – 509
2019
Q4 		$251K Buy
+6,800
New +$238K 0.02% 375
2017
Q2 		– Sell
-30,625
Closed -$899K – 381
2017
Q1 		$899K Buy
+30,625
New +$884K 0.26% 79
2015
Q2 		– Sell
-27,476
Closed -$930K – 603
2015
Q1 		$930K Sell
27,476
-38,253
-58% -$1.35M 0.7% 21
2014
Q4 		$2.4M Buy
65,729
+35,597
+118% +$1.26M 0.69% 26
2014
Q3 		$1.05M Buy
30,132
+8,766
+41% +$306K 0.3% 68
2014
Q2 		$700K Buy
21,366
+3,188
+18% +$101K 0.24% 69
2014
Q1 		$541K Sell
18,178
-265,631
-94% -$7.78M 0.32% 49
2013
Q4 		$9.1M Buy
283,809
+272,196
+2,344% +$7.84M 1.58% 11
2013
Q3 		$315K Buy
11,613
+9,412
+428% +$247K 0.11% 90
2013
Q2 		$53K Buy
+2,201
New +$51.4K 0.03% 183

Other funds holding XRX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Summit Securities Group's XRX Position: Q3 2026 in Review

Summit Securities Group opened a new position in Xerox (XRX) in Q3 2026: 5,000 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XRX as recently as Q4 2025.

Summit Securities Group first reported a position in XRX in Q2 2013 and has held it in 24 quarters since. The position peaked at $9.1M in Q4 2013. 125 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

  • Summit Securities Group held 5,000 shares of Xerox worth $15.8K as of Q3 2026.
  • Xerox was a new Summit Securities Group position in Q3 2026.
  • Xerox made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #749 holding.
  • Summit Securities Group first reported a position in Xerox in Q2 2013 and has held it in 24 quarters since.
  • Summit Securities Group's Xerox position peaked at $9.1M in Q4 2013.
  • 125 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.