Morgan Stanley
XBP icon

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
Q2 		$76 Sell
33
-600
-95% -$1.61K ﹤0.01% 7995
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 Hold
33
– – ﹤0.01% 7210
2023
Q4 		$1.72K Buy
+33
New +$4.58K ﹤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 $4.16B AUM 21% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley's XBP Position: Q2 2026 in Review

Morgan Stanley reduced its XBP Global Holdings (XBP) stake by 95% in Q2 2026, selling an estimated $1.61K and leaving 33 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #7995.

Morgan Stanley first reported a position in XBP in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.79K in Q1 2026. 27 funds tracked by Wall St. Rank hold XBP as of Q2 2026.

  • Morgan Stanley held 33 shares of XBP Global Holdings worth $76 as of Q2 2026.
  • Morgan Stanley sold 600 XBP Global Holdings shares in Q2 2026, an estimated $1.61K.
  • XBP Global Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7995 holding.
  • Morgan Stanley first reported a position in XBP Global Holdings in Q3 2021 and has held it in 12 quarters since.
  • Morgan Stanley's XBP Global Holdings position peaked at $2.79K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held XBP Global Holdings as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.