As of the latest SEC filings, XBP Global Holdings, Inc. (XBP) is held by 21 institutional funds. The largest fund shareholder is VANGUARD EXTENDED MARKET INDEX FUND (VEMPX), holding an estimated $562,575.20 in market value, representing a significant portion of its portfolio.
Funds holding XBP Global Holdings, Inc. (XBP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- XBP
- CIK:
- 0001839530
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $562,575.20 | 127,858 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $448,604.73 | 61,537 | Feb 28, 2026 | Apr 24, 2026 |
|
PIINX
PIMCO Income Fund
|
MF | PIMCO | 0.00% | $416,640.40 | 94,691 | Mar 31, 2026 | May 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $174,887.10 | 23,990 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $123,951.87 | 17,003 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $99,343.20 | 22,578 | Mar 31, 2026 | May 28, 2026 |
|
PDI
N/A
|
CEF | PIMCO | 0.00% | $23,751.20 | 5,398 | Mar 31, 2026 | May 29, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $11,277.63 | 1,547 | Feb 28, 2026 | Apr 24, 2026 |
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
MF | Independent / Boutique | 0.00% | $7,427.20 | 1,688 | Mar 31, 2026 | May 22, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $5,992.80 | 1,362 | Mar 31, 2026 | May 26, 2026 |
|
PTY
N/A
|
CEF | PIMCO | 0.00% | $5,381.20 | 1,223 | Mar 31, 2026 | May 29, 2026 |
|
PHK
N/A
|
CEF | PIMCO | 0.00% | $4,259.20 | 968 | Mar 31, 2026 | May 29, 2026 |
|
PFIAX
PIMCO Low Duration Income Fund
|
MF | PIMCO | 0.00% | $3,097.60 | 704 | Mar 31, 2026 | May 29, 2026 |
|
PFN
N/A
|
CEF | PIMCO | 0.00% | $2,996.40 | 681 | Mar 31, 2026 | May 29, 2026 |
|
PCN
N/A
|
CEF | PIMCO | 0.00% | $2,895.20 | 658 | Mar 31, 2026 | May 29, 2026 |
|
RCS
N/A
|
CEF | PIMCO | 0.00% | $1,632.40 | 371 | Mar 31, 2026 | May 29, 2026 |
|
PFL
N/A
|
CEF | PIMCO | 0.00% | $1,430.00 | 325 | Mar 31, 2026 | May 29, 2026 |
|
PGP
N/A
|
CEF | PIMCO | 0.00% | $576.40 | 131 | Mar 31, 2026 | May 29, 2026 |
|
PCM
N/A
|
CEF | Independent / Boutique | 0.00% | $576.40 | 131 | Mar 31, 2026 | May 29, 2026 |
|
PQIZX
PIMCO Dividend and Income Fund
|
MF | PIMCO | 0.00% | $404.80 | 92 | Mar 31, 2026 | May 29, 2026 |
|
-
N/A
|
CEF | PIMCO | 0.00% | $338.80 | 77 | Mar 31, 2026 | May 29, 2026 |
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