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Clearstead Advisors, LLC

Position in XRX — Xerox Holdings Corp

CIK 842775 CLEVELAND, OH

Position in XRX

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$482
+$321 QoQ
Shares Held
216
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 230 holders
Holding Since
Mar 2020
14 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

Clearstead Advisors, LLC holds $1,455 across 4 Business Equipment & Supplies names. XRX ranks #2 (33.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 XRX
Xerox Holdings Corp
This page
216 $482

All Filings in XRX

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 XRXDW 62
2026-06-30 $482 154
2026-03-31 XRXDW 62
2026-03-31 $161 125
2025-12-31 $296 125
2025-09-30 $470 125
2025-06-30 $658 125
2025-03-31 $603 125
2024-12-31 $1,053 125
2024-09-30 $1,297 125
2024-06-30 $1,452 125
2021-03-31 $4,732 195
2020-12-31 $4,522 195
2020-09-30 $3,660 195
2020-06-30 $2,981 195
2020-03-31 $3,693 195