B. Riley Financial
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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
Q3 		$204K Sell
63,246
-10,411
-14% -$30.4K 0.11% 21
2026
Q2 		$171K Hold
73,657
– – 0.04% 29
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

HoldCo Asset Management
HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

B. Riley Financial's XBP Position: Q3 2026 in Review

B. Riley Financial reduced its XBP Global Holdings (XBP) stake by 14% in Q3 2026, selling an estimated $30.4K and leaving 63,246 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #21.

B. Riley Financial first reported a position in XBP in Q3 2025 and has held it in 5 quarters since. The position peaked at $640K in Q4 2025. 17 funds tracked by Wall St. Rank hold XBP as of Q3 2026.

  • B. Riley Financial held 63,246 shares of XBP Global Holdings worth $204K as of Q3 2026.
  • B. Riley Financial sold 10,411 XBP Global Holdings shares in Q3 2026, an estimated $30.4K.
  • XBP Global Holdings made up 0.11% of B. Riley Financial's portfolio in Q3 2026, its #21 holding.
  • B. Riley Financial first reported a position in XBP Global Holdings in Q3 2025 and has held it in 5 quarters since.
  • B. Riley Financial's XBP Global Holdings position peaked at $640K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held XBP Global Holdings as of Q3 2026.

Based on B. Riley Financial's 13F filing for Q3 2026, filed 13 Nov 2026.