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Confluence Investment Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Confluence Investment Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-143,339
Closed -$16M – 298
2025
Q2 		$16M Buy
+143,339
New +$15.4M 0.23% 97

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Confluence Investment Management's FXF Position: Q3 2025 in Review

Confluence Investment Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2025, closing a stake of 143,339 shares — an estimated $16M sold.

Confluence Investment Management first reported a position in FXF in Q2 2025 and held it in 1 quarter. The position peaked at $16M in Q2 2025. 77 funds tracked by Wall St. Rank hold FXF as of Q3 2025.

  • Confluence Investment Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2025 after selling out during the quarter.
  • Confluence Investment Management sold 143,339 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2025, an estimated $16M.
  • Confluence Investment Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and held it in 1 quarter.
  • Confluence Investment Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $16M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2025.

Based on Confluence Investment Management's 13F filing for Q3 2025, filed 14 Oct 2025.