West Branch Capital’s Xerox XRX Stock Holding History

West Branch Capital’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 Q1	–	Sell	-214	Closed	-$508	–	433
2025 Q4	$508	Hold	214	–	–	﹤0.01%	374
2025 Q3	$805	Hold	214	–	–	﹤0.01%	387
2025 Q2	$1.13K	Hold	214	–	–	﹤0.01%	390
2025 Q1	$1.03K	Hold	214	–	–	﹤0.01%	414
2024 Q4	$1.8K	Sell	214 -1,233	-85%	-$11.4K	﹤0.01%	390
2024 Q3	$15K	Hold	1,447	–	–	0.01%	241
2024 Q2	$16.8K	Hold	1,447	–	–	0.01%	233
2024 Q1	$25.9K	Hold	1,447	–	–	0.01%	211
2023 Q4	$26.5K	Hold	1,447	–	–	0.01%	203
2023 Q3	$22.7K	Hold	1,447	–	–	0.01%	213
2023 Q2	$21.5K	Hold	1,447	–	–	0.01%	222
2023 Q1	$22.3K	Hold	1,447	–	–	0.01%	221
2022 Q4	$21.1K	Hold	1,447	–	–	0.01%	222
2022 Q3	$19K	Hold	1,447	–	–	0.01%	231
2022 Q2	$21K	Hold	1,447	–	–	0.01%	226
2022 Q1	$29K	Hold	1,447	–	–	0.01%	218
2021 Q4	$33K	Hold	1,447	–	–	0.01%	229
2021 Q3	$29K	Hold	1,447	–	–	0.01%	225
2021 Q2	$34K	Buy	+1,447	New	+$35K	0.02%	226

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

West Branch Capital's XRX Position: Q1 2026 in Review

West Branch Capital sold out of Xerox (XRX) in Q1 2026, closing a stake of 214 shares — an estimated $508 sold.

West Branch Capital first reported a position in XRX in Q2 2021 and held it in 19 quarters. The position peaked at $34K in Q2 2021. 219 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

West Branch Capital reported no remaining Xerox position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 214 Xerox shares in Q1 2026, an estimated $508.
West Branch Capital first reported a position in Xerox in Q2 2021 and held it in 19 quarters.
West Branch Capital's Xerox position peaked at $34K in Q2 2021.
219 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.