Steel Grove Capital Advisors’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Steel Grove Capital Advisors’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	$266K	Hold	2,086	–	–	0.03%	180
2025 Q4	$271K	Hold	2,086	–	–	0.03%	165
2025 Q3	$276K	Hold	2,086	–	–	0.03%	158
2025 Q2	$276K	Hold	2,086	–	–	0.03%	156
2025 Q1	$260K	Hold	2,086	–	–	0.04%	145
2024 Q4	$251K	Hold	2,086	–	–	0.03%	161
2024 Q3	$269K	Hold	2,086	–	–	0.04%	149
2024 Q2	$254K	Hold	2,086	–	–	0.04%	157
2024 Q1	$254K	Hold	2,086	–	–	0.03%	184
2023 Q4	$256K	Hold	2,086	–	–	0.03%	159
2023 Q3	$245K	Hold	2,086	–	–	0.03%	160
2023 Q2	$255K	Hold	2,086	–	–	0.03%	157
2023 Q1	$248K	Hold	2,086	–	–	0.03%	160
2022 Q4	$242K	Sell	2,086 -830	-28%	-$93.6K	0.03%	153
2022 Q3	$313K	Hold	2,916	–	–	0.06%	110
2022 Q2	$341K	Hold	2,916	–	–	0.06%	103
2022 Q1	$368K	Hold	2,916	–	–	0.06%	111
2021 Q4	$379K	Hold	2,916	–	–	0.07%	106
2021 Q3	$378K	Hold	2,916	–	–	0.09%	104
2021 Q2	$389K	Hold	2,916	–	–	0.11%	103
2021 Q1	$388K	Hold	2,916	–	–	0.13%	102
2020 Q4	$385K	Hold	2,916	–	–	0.13%	98
2020 Q3	$364K	Hold	2,916	–	–	0.15%	89
2020 Q2	$350K	Hold	2,916	–	–	0.16%	92
2020 Q1	$351K	Hold	2,916	–	–	0.23%	73
2019 Q4	$375K	Hold	2,916	–	–	0.21%	97
2019 Q3	$348K	Buy	+2,916	New	+$349K	0.21%	96

Other funds holding FXB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $206M AUM 21.58% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Steel Grove Capital Advisors's FXB Position: Q1 2026 in Review

Steel Grove Capital Advisors held its Invesco CurrencyShares British Pound Sterling Trust (FXB) position steady in Q1 2026 at 2,086 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #180.

Steel Grove Capital Advisors first reported a position in FXB in Q3 2019 and has held it in 27 quarters since. The position peaked at $389K in Q2 2021. 30 funds tracked by Wall St. Rank hold FXB as of Q1 2026.

Steel Grove Capital Advisors held 2,086 shares of Invesco CurrencyShares British Pound Sterling Trust worth $266K as of Q1 2026.
Steel Grove Capital Advisors left its Invesco CurrencyShares British Pound Sterling Trust share count unchanged in Q1 2026.
Invesco CurrencyShares British Pound Sterling Trust made up 0.03% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #180 holding.
Steel Grove Capital Advisors first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2019 and has held it in 27 quarters since.
Steel Grove Capital Advisors's Invesco CurrencyShares British Pound Sterling Trust position peaked at $389K in Q2 2021.
30 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.