FXB — INVESCO CURRENCYSHARES BRIT

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which KLINGENSTEIN FIELDS & CO LP reported a position in INVESCO CURRENCYSHARES BRIT (FXB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q4)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,800 +800 +20.0% 0.02% $623K $129.08
2025 Q3 ADDED 4,000 +800 +25.0% 0.02% $518K $128.04
2025 Q2 ADDED 3,200 +800 +33.3% 0.02% $423K $129.96
2025 Q1 INITIATED 2,400 — — 0.01% $299K $121.53
% of Fund (quarterly)    FXB price (monthly, adj. close)

Other funds also holding FXB

As of 2025 Q4 — sorted by position size

NewSquare Capital LLC 3Y 7Y 0.17% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.16% Financial Network Wealth Advisors LLC 0.06% WEST PACES ADVISORS INC. 0.04% STEEL GROVE CAPITAL ADVISORS, LLC 3Y 7Y 0.03% Dunhill Financial, LLC 0.02% Tortoise Investment Management, LLC 3Y 7Y 0.02% Ashton Thomas Private Wealth, LLC 0.02% FLOW TRADERS U.S. LLC 3Y 7Y 0.01% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%
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