BRF
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B. Riley Financial’s XBP Global Holdings XBP Stock Holding History

B. Riley Financial’s Portfolio XBP Stock Details XBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$324K Sell
73,657
-20,294
-22% -$139K 0.07% 12
2025
Q4 		$640K Buy
93,951
+51,326
+120% +$313K 0.27% 9
2025
Q3 		$344K Buy
+42,625
New +$347K 0.23% 15

Other funds holding XBP

GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

B. Riley Financial's XBP Position: Q1 2026 in Review

B. Riley Financial reduced its XBP Global Holdings (XBP) stake by 22% in Q1 2026, selling an estimated $139K and leaving 73,657 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #12.

B. Riley Financial first reported a position in XBP in Q3 2025 and has held it in 3 quarters since. The position peaked at $640K in Q4 2025. 29 funds tracked by Wall St. Rank hold XBP as of Q1 2026.

  • B. Riley Financial held 73,657 shares of XBP Global Holdings worth $324K as of Q1 2026.
  • B. Riley Financial sold 20,294 XBP Global Holdings shares in Q1 2026, an estimated $139K.
  • XBP Global Holdings made up 0.07% of B. Riley Financial's portfolio in Q1 2026, its #12 holding.
  • B. Riley Financial first reported a position in XBP Global Holdings in Q3 2025 and has held it in 3 quarters since.
  • B. Riley Financial's XBP Global Holdings position peaked at $640K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held XBP Global Holdings as of Q1 2026.

Based on B. Riley Financial's 13F filing for Q1 2026, filed 15 May 2026.