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 Q2	$450K	Sell	250,058 -158,342	-39%	-$317K	0.31%	51
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 $7.95B AUM 26.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Potomac Capital Management's XELB Position: Q2 2026 in Review

Potomac Capital Management reduced its Xcel Brands (XELB) stake by 39% in Q2 2026, selling an estimated $317K and leaving 250,058 shares worth $450K. The position accounts for 0.31% of the portfolio, ranked #51.

Potomac Capital Management first reported a position in XELB in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.16M in Q2 2023. 11 funds tracked by Wall St. Rank hold XELB as of Q2 2026.

Potomac Capital Management held 250,058 shares of Xcel Brands worth $450K as of Q2 2026.
Potomac Capital Management sold 158,342 Xcel Brands shares in Q2 2026, an estimated $317K.
Xcel Brands made up 0.31% of Potomac Capital Management's portfolio in Q2 2026, its #51 holding.
Potomac Capital Management first reported a position in Xcel Brands in Q4 2021 and has held it in 12 quarters since.
Potomac Capital Management's Xcel Brands position peaked at $1.16M in Q2 2023.
11 funds tracked by Wall St. Rank held Xcel Brands as of Q2 2026.

Based on Potomac Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.