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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

XRX holding history

Xerox Holdings Corp in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XRX overviewAll 13F holders of XRXFull Q2 2026 holdings

Shares (Q2 2026)
1,572
Value
$4.92K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2021
Holdings of XRX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,572$4.92K<0.1%+956+155.2%AddedHolders
Q1 2026616$795<0.1%+233+60.8%AddedHolders
Q4 2025383$908<0.1%−144−27.3%ReducedHolders
Q3 2025527$1.98K<0.1%−1,633−75.6%ReducedHolders
Q2 20252,160$11.4K<0.1%+1,447+202.9%AddedHolders
Q1 2025713$3.44K<0.1%+663+1,326.0%AddedHolders
Q4 202450$422<0.1%−576−92.0%ReducedHolders
Q3 2024626$6.50K<0.1%+354+130.1%AddedHolders
Q2 2024272$2.93K<0.1%−64−19.0%ReducedHolders
Q1 2024336$4.46K<0.1%00.0%UnchangedHolders
Q4 2023336$6.16K<0.1%+336NewHolders
Q2 20220$00.0%−102−100.0%Sold outHolders
Q1 2022102$2.00K<0.1%00.0%UnchangedHolders
Q4 2021102$2.00K<0.1%–No prior filingHolders