Vest Financial’s Xerox XRX Stock Holding History

Vest Financial’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 Q3	–	Sell	-32,635	Closed	-$172K	–	439
2025 Q2	$172K	Buy	32,635 +9,694	+42%	+$47.3K	﹤0.01%	399
2025 Q1	$111K	Buy	22,941 +11,417	+99%	+$85.7K	﹤0.01%	397
2024 Q4	$97.1K	Buy	+11,524	New	+$106K	﹤0.01%	277

Other funds holding XRX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vest Financial's XRX Position: Q3 2025 in Review

Vest Financial sold out of Xerox (XRX) in Q3 2025, closing a stake of 32,635 shares — an estimated $172K sold.

Vest Financial first reported a position in XRX in Q4 2024 and held it in 3 quarters. The position peaked at $172K in Q2 2025. 278 funds tracked by Wall St. Rank hold XRX as of Q3 2025.

Vest Financial reported no remaining Xerox position as of Q3 2025 after selling out during the quarter.
Vest Financial sold 32,635 Xerox shares in Q3 2025, an estimated $172K.
Vest Financial first reported a position in Xerox in Q4 2024 and held it in 3 quarters.
Vest Financial's Xerox position peaked at $172K in Q2 2025.
278 funds tracked by Wall St. Rank held Xerox as of Q3 2025.

Based on Vest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.