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
2025 Q1	–	Sell	-4,500	Closed	-$37.9K	–	1137
2024 Q4	$37.9K	Hold	4,500	–	–	0.01%	312
2024 Q3	$47K	Hold	4,500	–	–	0.01%	239
2024 Q2	$52K	Hold	4,500	–	–	0.01%	298
2024 Q1	$81K	Buy	+4,500	New	+$79.1K	0.01%	213

Other funds holding XRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Summit Securities Group's XRX Position: Q1 2026 in Review

Summit Securities Group sold out of Xerox (XRX) in Q1 2026, closing a stake of 917 shares — an estimated $2.17K sold.

Summit Securities Group first reported a position in XRX in Q2 2013 and held it in 23 quarters. The position peaked at $9.1M in Q4 2013. 219 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

Summit Securities Group reported no remaining Xerox position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 917 Xerox shares in Q1 2026, an estimated $2.17K.
Summit Securities Group first reported a position in Xerox in Q2 2013 and held it in 23 quarters.
Summit Securities Group's Xerox position peaked at $9.1M in Q4 2013.
219 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.