Morgan Stanley’s XBP Global Holdings XBP Stock Holding History

Morgan Stanley’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	$2.79K	Buy	633 +428	+209%	+$2.93K	﹤0.01%	7267
2025 Q4	$1.4K	Buy	205 +171	+503%	+$1.04K	﹤0.01%	7311
2025 Q3	$277	Buy	34 +1	+3%	+$8	﹤0.01%	7563
2025 Q2	$302	Hold	33	–	–	﹤0.01%	7517
2025 Q1	$442	Hold	33	–	–	﹤0.01%	7388
2024 Q4	$354	Hold	33	–	–	﹤0.01%	7371
2024 Q3	$348	Hold	33	–	–	﹤0.01%	7337
2024 Q2	$569	Hold	33	–	–	﹤0.01%	7218
2024 Q1	$670	Sell	33 -32	-49%	-$902	﹤0.01%	7210
2023 Q4	$3.45K	Buy	+65	New	+$9.03K	﹤0.01%	7064
2021 Q4	–	Sell	-15	Closed	-$2K	–	8125
2021 Q3	$2K	Buy	+15	New	+$1.48K	﹤0.01%	7681

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

Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley's XBP Position: Q1 2026 in Review

Morgan Stanley increased its XBP Global Holdings (XBP) stake by 209% in Q1 2026, buying an estimated $2.93K and bringing the position to 633 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #7267.

Morgan Stanley first reported a position in XBP in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.45K in Q4 2023. 29 funds tracked by Wall St. Rank hold XBP as of Q1 2026.

Morgan Stanley held 633 shares of XBP Global Holdings worth $2.79K as of Q1 2026.
Morgan Stanley bought 428 XBP Global Holdings shares in Q1 2026, an estimated $2.93K.
XBP Global Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7267 holding.
Morgan Stanley first reported a position in XBP Global Holdings in Q3 2021 and has held it in 11 quarters since.
Morgan Stanley's XBP Global Holdings position peaked at $3.45K in Q4 2023.
29 funds tracked by Wall St. Rank held XBP Global Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.