Klingenstein Fields & Co’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,863	Closed	-$527K	–	194
2025 Q3	$527K	Sell	4,863 -3,250	-40%	-$350K	0.02%	124
2025 Q2	$883K	Buy	+8,113	New	+$849K	0.03%	103
2023 Q3	–	Sell	-3,400	Closed	-$343K	–	178
2023 Q2	$343K	Hold	3,400	–	–	0.02%	127
2023 Q1	$341K	Hold	3,400	–	–	0.02%	127
2022 Q4	$336K	Hold	3,400	–	–	0.02%	134
2022 Q3	$307K	Hold	3,400	–	–	0.02%	137
2022 Q2	$329K	Hold	3,400	–	–	0.02%	136
2022 Q1	$349K	Hold	3,400	–	–	0.01%	143
2021 Q4	$360K	Hold	3,400	–	–	0.01%	147
2021 Q3	$367K	Hold	3,400	–	–	0.02%	154
2021 Q2	$377K	Hold	3,400	–	–	0.02%	150
2021 Q1	$374K	Sell	3,400 -200	-6%	-$22.6K	0.02%	146
2020 Q4	$413K	Buy	+3,600	New	+$404K	0.02%	143

Other funds holding FXE

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Klingenstein Fields & Co's FXE Position: Q4 2025 in Review

Klingenstein Fields & Co sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2025, closing a stake of 4,863 shares — an estimated $527K sold.

Klingenstein Fields & Co first reported a position in FXE in Q4 2020 and held it in 13 quarters. The position peaked at $883K in Q2 2025. 95 funds tracked by Wall St. Rank hold FXE as of Q4 2025.

Klingenstein Fields & Co reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2025 after selling out during the quarter.
Klingenstein Fields & Co sold 4,863 Invesco CurrencyShares Euro Currency Trust shares in Q4 2025, an estimated $527K.
Klingenstein Fields & Co first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2020 and held it in 13 quarters.
Klingenstein Fields & Co's Invesco CurrencyShares Euro Currency Trust position peaked at $883K in Q2 2025.
95 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2025.

Based on Klingenstein Fields & Co's 13F filing for Q4 2025, filed 13 Feb 2026.