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Creative Planning

Position in XRX — Xerox Holdings Corp

CIK 1540235 OVERLAND PARK, KS

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, 2026

Creative Planning holds $14,688,337 across 3 Business Equipment & Supplies names. XRX ranks #3 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 XRX
Xerox Holdings Corp
This page
26,489 $82,910

All Filings in XRX

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $82,910 26,489
2026-03-31 $13,583 10,530
2025-12-31 $157,121 66,296
2025-09-30 $211,830 56,338
2025-06-30 $714,379 135,556
2025-03-31 $262,959 54,443
2024-12-31 $192,271 22,808
2024-09-30 $225,401 21,715
2024-03-31 $248,219 13,867
2023-09-30 $166,752 10,628