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SVB Wealth’s Xerox XRX Stock Holding History

SVB Wealth’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
-9
Closed -$43 – 1653
2025
Q1 		$43 Buy
+9
New +$68 ﹤0.01% 1510

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's XRX Position: Q2 2025 in Review

SVB Wealth sold out of Xerox (XRX) in Q2 2025, closing a stake of 9 shares — an estimated $43 sold.

SVB Wealth first reported a position in XRX in Q1 2025 and held it in 1 quarter. The position peaked at $43 in Q1 2025. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

  • SVB Wealth reported no remaining Xerox position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 9 Xerox shares in Q2 2025, an estimated $43.
  • SVB Wealth first reported a position in Xerox in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Xerox position peaked at $43 in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.