Twin Peaks Wealth Advisors’s Xerox XRX Stock Holding History

Twin Peaks Wealth 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
2026 Q2	–	Sell	-249	Closed	-$321	–	2268
2026 Q1	$321	Buy	+249	New	+$492	﹤0.01%	2097
2025 Q3	–	Sell	-489	Closed	-$2.06K	–	2193
2025 Q2	$2.06K	Buy	+489	New	+$2.39K	﹤0.01%	1614

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

Twin Peaks Wealth Advisors's XRX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Xerox (XRX) in Q2 2026, closing a stake of 249 shares — an estimated $321 sold.

Twin Peaks Wealth Advisors first reported a position in XRX in Q2 2025 and held it in 2 quarters. The position peaked at $2.06K in Q2 2025. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Xerox position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 249 Xerox shares in Q2 2026, an estimated $321.
Twin Peaks Wealth Advisors first reported a position in Xerox in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Xerox position peaked at $2.06K in Q2 2025.
231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.