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Summit Trail Advisors’s Xerox XRX Stock Holding History

Summit Trail Advisors’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
Q4 		– Sell
-13,525
Closed -$51.1K – 1388
2025
Q3 		$51.1K Buy
+13,525
New +$59.8K ﹤0.01% 1340
2025
Q2 		– Sell
-11,496
Closed -$57K – 1146
2025
Q1 		$57K Buy
+11,496
New +$86.3K ﹤0.01% 415
2018
Q1 		– Sell
-734
Closed -$24K – 1692
2017
Q4 		$24K Buy
+734
New +$22.3K ﹤0.01% 1000

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Trail Advisors's XRX Position: Q4 2025 in Review

Summit Trail Advisors sold out of Xerox (XRX) in Q4 2025, closing a stake of 13,525 shares — an estimated $51.1K sold.

Summit Trail Advisors first reported a position in XRX in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q1 2025. 247 funds tracked by Wall St. Rank hold XRX as of Q4 2025.

  • Summit Trail Advisors reported no remaining Xerox position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 13,525 Xerox shares in Q4 2025, an estimated $51.1K.
  • Summit Trail Advisors first reported a position in Xerox in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's Xerox position peaked at $57K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Xerox as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.