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
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

GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

B. Riley Financial's XBP Position: Q2 2026 in Review

B. Riley Financial held its XBP Global Holdings (XBP) position steady in Q2 2026 at 73,657 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #29.

B. Riley Financial first reported a position in XBP in Q3 2025 and has held it in 4 quarters since. The position peaked at $640K in Q4 2025. 27 funds tracked by Wall St. Rank hold XBP as of Q2 2026.

  • B. Riley Financial held 73,657 shares of XBP Global Holdings worth $171K as of Q2 2026.
  • B. Riley Financial left its XBP Global Holdings share count unchanged in Q2 2026.
  • XBP Global Holdings made up 0.04% of B. Riley Financial's portfolio in Q2 2026, its #29 holding.
  • B. Riley Financial first reported a position in XBP Global Holdings in Q3 2025 and has held it in 4 quarters since.
  • B. Riley Financial's XBP Global Holdings position peaked at $640K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held XBP Global Holdings as of Q2 2026.

Based on B. Riley Financial's 13F filing for Q2 2026, filed 14 Aug 2026.