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Jefferies Financial Group’s XBP Global Holdings XBP Stock Holding History

Jefferies Financial Group’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 		$240K Sell
54,609
-15,262
-22% -$105K ﹤0.01% 1453
2025
Q4 		$476K Buy
69,871
+7,371
+12% +$45K ﹤0.01% 1345
2025
Q3 		$504K Buy
+62,500
New +$509K ﹤0.01% 1080

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
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Jefferies Financial Group's XBP Position: Q1 2026 in Review

Jefferies Financial Group reduced its XBP Global Holdings (XBP) stake by 22% in Q1 2026, selling an estimated $105K and leaving 54,609 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Jefferies Financial Group first reported a position in XBP in Q3 2025 and has held it in 3 quarters since. The position peaked at $504K in Q3 2025. 29 funds tracked by Wall St. Rank hold XBP as of Q1 2026.

  • Jefferies Financial Group held 54,609 shares of XBP Global Holdings worth $240K as of Q1 2026.
  • Jefferies Financial Group sold 15,262 XBP Global Holdings shares in Q1 2026, an estimated $105K.
  • XBP Global Holdings made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1453 holding.
  • Jefferies Financial Group first reported a position in XBP Global Holdings in Q3 2025 and has held it in 3 quarters since.
  • Jefferies Financial Group's XBP Global Holdings position peaked at $504K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held XBP Global Holdings as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.