Potomac Capital Management’s Xcel Brands XELB Stock Holding History

Potomac Capital Management’s Portfolio XELB Stock Details XELB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$633K	Hold	408,400	–	–	0.55%	39
2025 Q4	$441K	Buy	+408,400	New	+$533K	0.35%	52
2023 Q4	$1.01M	Buy	77,945 +14,805	+23%	+$159K	1.17%	25
2023 Q3	$663K	Sell	63,140 -2,875	-4%	-$41.6K	0.85%	32
2023 Q2	$1.16M	Sell	66,015 -934	-1%	-$8.09K	1.19%	22
2023 Q1	$409K	Hold	66,949	–	–	0.43%	49
2022 Q4	$469K	Sell	66,949 -43	-0.1%	-$374	0.55%	45
2022 Q3	$638K	Sell	66,992 -2,371	-3%	-$27.1K	0.73%	38
2022 Q2	$818K	Buy	69,363 +11,124	+19%	+$151K	0.95%	36
2022 Q1	$868K	Buy	58,239 +17,701	+44%	+$220K	0.75%	38
2021 Q4	$442K	Buy	+40,538	New	+$544K	0.39%	59

Other funds holding XELB

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Potomac Capital Management's XELB Position: Q1 2026 in Review

Potomac Capital Management held its Xcel Brands (XELB) position steady in Q1 2026 at 408,400 shares worth $633K. The position accounts for 0.55% of the portfolio, ranked #39.

Potomac Capital Management first reported a position in XELB in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2023. 8 funds tracked by Wall St. Rank hold XELB as of Q1 2026.

Potomac Capital Management held 408,400 shares of Xcel Brands worth $633K as of Q1 2026.
Potomac Capital Management left its Xcel Brands share count unchanged in Q1 2026.
Xcel Brands made up 0.55% of Potomac Capital Management's portfolio in Q1 2026, its #39 holding.
Potomac Capital Management first reported a position in Xcel Brands in Q4 2021 and has held it in 11 quarters since.
Potomac Capital Management's Xcel Brands position peaked at $1.16M in Q2 2023.
8 funds tracked by Wall St. Rank held Xcel Brands as of Q1 2026.

Based on Potomac Capital Management's 13F filing for Q1 2026, filed 14 May 2026.