Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

XRX holding history

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

XRX overview All 13F holders of XRX Full Q2 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q3 2021

Holdings of XRX by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−45−100.0%	Sold out	Holders
Q2 2022	45	$668	<0.1%	00.0%	Unchanged	Holders
Q1 2022	45	$908	<0.1%	00.0%	Unchanged	Holders
Q4 2021	45	$1.02K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	45	$908	<0.1%	+45	New	Holders