Steward Partners Investment Advisory, LLC
Position in XRX — Xerox Holdings Corp
CIK 1723397
STAMFORD, CT
Position in XRX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,217
+$718 QoQ
Shares Held
1,603
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 230 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $3,862 across 3 Business Equipment & Supplies names. XRX ranks #2 (31.5% of the industry book) .
All Filings in XRX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XRXDW | — | 1,214 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $1,217 | 389 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 XRXDW | — | 1,214 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $499 | 387 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,747 | 2,425 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,447 | 385 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,540 | 482 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,550 | 321 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,706 | 321 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,331 | 321 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,288 | 283 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,047 | 282 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,150 | 281 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $70,573 | 4,498 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $61,882 | 4,156 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $96,342 | 6,256 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $119,763 | 8,203 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $117,863 | 9,011 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $135,060 | 9,095 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,610 | 179 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,052 | 179 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,590 | 178 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,402 | 528 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,843 | 488 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,359 | 188 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,467 | 238 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,639 | 238 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,602 | 243 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||