Pinnacle Wealth Planning Services, Inc.
Position in XRX — Xerox Holdings Corp
CIK 1726752
MANSFIELD, OH
Position in XRX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$77,141
+$74,907 QoQ
Shares Held
24,646
+1240.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 230 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $83,410 across 3 Business Equipment & Supplies names. XRX ranks #1 (92.5% of the industry book) .
All Filings in XRX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,141 | 24,646 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 XRXDW | — | 106 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $2,234 | 1,732 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $504 | 213 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $20,661 | 891 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||