Osaic Holdings
FXB icon

Osaic Holdings’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Osaic Holdings’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 		$2.04K Sell
16
-27
-63% -$3.5K ﹤0.01% 7042
2025
Q4 		$5.61K Hold
43
– – ﹤0.01% 6645
2025
Q3 		$5.57K Buy
43
+1
+2% +$130 ﹤0.01% 6690
2025
Q2 		$5.67K Sell
42
-11
-21% -$1.41K ﹤0.01% 6477
2025
Q1 		$6.66K Buy
53
+10
+23% +$1.21K ﹤0.01% 6022
2024
Q4 		$5.13K Buy
43
+1
+2% +$123 ﹤0.01% 6179
2024
Q3 		$5.46K Hold
42
– – ﹤0.01% 6151
2024
Q2 		$5.13K Buy
42
+27
+180% +$3.28K ﹤0.01% 6160
2024
Q1 		$1.83K Buy
+15
New +$1.83K ﹤0.01% 6502
2021
Q4 		– Sell
-75
Closed -$10K – 7439
2021
Q3 		$10K Buy
+75
New +$9.96K ﹤0.01% 6186
2021
Q1 		– Sell
-43
Closed -$5.73K – 6648
2020
Q4 		$6K Sell
43
-2
-4% -$255 ﹤0.01% 5706
2020
Q3 		$5K Buy
45
+1
+2% +$125 ﹤0.01% 5559
2020
Q2 		$5K Hold
44
– – ﹤0.01% 5463
2020
Q1 		$5K Buy
+44
New +$5.45K ﹤0.01% 5334

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NC
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UBS Group
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PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
T
Tableaux Stockbridge, Massachusetts $206M AUM 21.58% 1-Year Est. Return
ATPW
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Royal Bank of Canada
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Osaic Holdings's FXB Position: Q1 2026 in Review

Osaic Holdings reduced its Invesco CurrencyShares British Pound Sterling Trust (FXB) stake by 63% in Q1 2026, selling an estimated $3.5K and leaving 16 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #7042.

Osaic Holdings first reported a position in FXB in Q1 2020 and has held it in 14 quarters since. The position peaked at $10K in Q3 2021. 30 funds tracked by Wall St. Rank hold FXB as of Q1 2026.

  • Osaic Holdings held 16 shares of Invesco CurrencyShares British Pound Sterling Trust worth $2.04K as of Q1 2026.
  • Osaic Holdings sold 27 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2026, an estimated $3.5K.
  • Invesco CurrencyShares British Pound Sterling Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7042 holding.
  • Osaic Holdings first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q1 2020 and has held it in 14 quarters since.
  • Osaic Holdings's Invesco CurrencyShares British Pound Sterling Trust position peaked at $10K in Q3 2021.
  • 30 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.