Allworth Financial LP

Position in XRX — Xerox Holdings Corp

CIK 1555170 FOLSOM, CA

Position in XRX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$16,758

+$13,651 QoQ

Shares Held

5,875

+87.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#155

of 230 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Allworth Financial LP holds $39,449 across 4 Business Equipment & Supplies names. XRX ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XRX	Xerox Holdings Corp This page	5,875	$16,758
2	ACCO	ACCO BRANDS Corp	2,517	$10,470
3	EBF	Ennis, Inc.	462	$9,817
4	ACTG	Acacia Research Corp	516	$2,404

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 XRXDW	—	521	-27.4%	Shares	Sole	2026-08-11
2026-06-30	$16,758	5,354	+122.2%	Shares	Sole	2026-08-11
2026-03-31 XRXDW	—	718	—	Shares	Sole	2026-05-15
2026-03-31	$3,107	2,409	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$5,683	2,398	-64.3%	Shares	Sole	2026-02-05
2025-09-30	$25,229	6,710	-9.5%	Shares	Sole	2025-12-02
2025-06-30	$39,055	7,411	+23.2%	Shares	Sole	2025-08-07
2025-03-31	$29,047	6,014	+137.7%	Shares	Sole	2025-04-30
2024-12-31	$21,327	2,530	+267.2%	Shares	Sole	2025-01-30
2024-09-30	$7,151	689	+123.0%	Shares	Sole	2024-10-23
2024-06-30	$3,590	309	+63.5%	Shares	Sole	2024-07-24
2024-03-31	$3,383	189	+24.3%	Shares	Sole	2024-04-25
2023-12-31	$2,786	152	-25.9%	Shares	Sole	2024-01-24
2023-09-30	$3,216	205	+225.4%	Shares	Sole	2023-10-31
2023-06-30	$938	63	-77.3%	Shares	Sole	2023-07-18
2023-03-31	$4,265	277	-28.1%	Shares	Sole	2023-04-18
2022-12-31	$5,621	385	-8.8%	Shares	Sole	2023-01-13
2022-09-30	$5,519	422	-54.9%	Shares	Sole	2022-11-14
2022-06-30	$13,899	936	+474.2%	Shares	Sole	2022-07-13
2022-03-31	$3,287	163	+23.5%	Shares	Sole	2022-04-22
2021-12-31	$2,988	132	0.0%	Shares	Sole	2022-01-21
2021-09-30	$2,662	132	-78.5%	Shares	Sole	2021-11-02
2021-06-30	$14,422	614	-7.5%	Shares	Sole	2021-08-02
2021-03-31	$16,115	664	+482.5%	Shares	Sole	2021-04-29
2020-12-31	$2,643	114	0.0%	Shares	Sole	2021-01-26
2020-09-30	$2,139	114	0.0%	Shares	Sole	2020-11-03
2020-06-30	$1,743	114	0.0%	Shares	Sole	2020-07-24
2020-03-31	$2,159	114	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.