Position in XRX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$82,910
+$69,327 QoQ
Shares Held
26,489
+151.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 230 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XRX Over Time
Shares Held
Position Value (USD)
Position in Business Equipment & Supplies
Industrials · as of Jun 30, 2026Creative Planning holds $14,688,337 across 3 Business Equipment & Supplies names. XRX ranks #3 (0.6% of the industry book) .
All Filings in XRX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,910 | 26,489 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,583 | 10,530 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $157,121 | 66,296 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $211,830 | 56,338 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $714,379 | 135,556 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $262,959 | 54,443 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $192,271 | 22,808 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $225,401 | 21,715 | Shares | Defined | 2024-10-11 | |
| 2024-03-31 | $248,219 | 13,867 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $166,752 | 10,628 | Shares | Defined | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||