Klingenstein Fields & Co’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Klingenstein Fields & Co’s Portfolio FXB Stock Details FXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$611K	Hold	4,800	–	–	0.02%	119
2025 Q4	$623K	Buy	4,800 +800	+20%	+$102K	0.02%	116
2025 Q3	$518K	Buy	4,000 +800	+25%	+$104K	0.02%	125
2025 Q2	$423K	Buy	3,200 +800	+33%	+$103K	0.02%	126
2025 Q1	$299K	Buy	+2,400	New	+$291K	0.01%	147
2017 Q2	–	Sell	-2,800	Closed	-$342K	–	224
2017 Q1	$342K	Hold	2,800	–	–	0.01%	168
2016 Q4	$337K	Hold	2,800	–	–	0.01%	179
2016 Q3	$354K	Hold	2,800	–	–	0.02%	173
2016 Q2	$364K	Hold	2,800	–	–	0.02%	165
2016 Q1	$394K	Hold	2,800	–	–	0.02%	161
2015 Q4	$404K	Hold	2,800	–	–	0.02%	160
2015 Q3	$415K	Hold	2,800	–	–	0.02%	158
2015 Q2	$431K	Hold	2,800	–	–	0.02%	163
2015 Q1	$408K	Hold	2,800	–	–	0.02%	176
2014 Q4	$429K	Hold	2,800	–	–	0.02%	173
2014 Q3	$446K	Hold	2,800	–	–	0.02%	169
2014 Q2	$471K	Hold	2,800	–	–	0.02%	175
2014 Q1	$460K	Hold	2,800	–	–	0.02%	171
2013 Q4	$457K	Hold	2,800	–	–	0.02%	213
2013 Q3	$447K	Hold	2,800	–	–	0.02%	212
2013 Q2	$420K	Buy	+2,800	New	+$425K	0.02%	226

Other funds holding FXB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $206M AUM 21.58% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Klingenstein Fields & Co's FXB Position: Q1 2026 in Review

Klingenstein Fields & Co held its Invesco CurrencyShares British Pound Sterling Trust (FXB) position steady in Q1 2026 at 4,800 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #119.

Klingenstein Fields & Co first reported a position in FXB in Q2 2013 and has held it in 21 quarters since. The position peaked at $623K in Q4 2025. 30 funds tracked by Wall St. Rank hold FXB as of Q1 2026.

Klingenstein Fields & Co held 4,800 shares of Invesco CurrencyShares British Pound Sterling Trust worth $611K as of Q1 2026.
Klingenstein Fields & Co left its Invesco CurrencyShares British Pound Sterling Trust share count unchanged in Q1 2026.
Invesco CurrencyShares British Pound Sterling Trust made up 0.02% of Klingenstein Fields & Co's portfolio in Q1 2026, its #119 holding.
Klingenstein Fields & Co first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2013 and has held it in 21 quarters since.
Klingenstein Fields & Co's Invesco CurrencyShares British Pound Sterling Trust position peaked at $623K in Q4 2025.
30 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.