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Crewe Advisors’s XBP Global Holdings XBP Stock Holding History

Crewe Advisors’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 		$20.9K Buy
9,000
+2,500
+38% +$6.69K ﹤0.01% 607
2026
Q1 		$28.6K Buy
+6,500
New +$44.5K ﹤0.01% 449

Other funds holding XBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Crewe Advisors's XBP Position: Q2 2026 in Review

Crewe Advisors increased its XBP Global Holdings (XBP) stake by 38% in Q2 2026, buying an estimated $6.69K and bringing the position to 9,000 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Crewe Advisors first reported a position in XBP in Q1 2026 and has held it in 2 quarters since. The position peaked at $28.6K in Q1 2026. 5 funds tracked by Wall St. Rank hold XBP as of Q2 2026.

  • Crewe Advisors held 9,000 shares of XBP Global Holdings worth $20.9K as of Q2 2026.
  • Crewe Advisors bought 2,500 XBP Global Holdings shares in Q2 2026, an estimated $6.69K.
  • XBP Global Holdings made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #607 holding.
  • Crewe Advisors first reported a position in XBP Global Holdings in Q1 2026 and has held it in 2 quarters since.
  • Crewe Advisors's XBP Global Holdings position peaked at $28.6K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held XBP Global Holdings as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.