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Evercore Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Evercore Wealth 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
2026
Q1 		$271K Hold
2,450
– – ﹤0.01% 346
2025
Q4 		$273K Buy
2,450
+395
+19% +$43.7K ﹤0.01% 352
2025
Q3 		$229K Buy
+2,055
New +$228K ﹤0.01% 376

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HCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Evercore Wealth Management's FXF Position: Q1 2026 in Review

Evercore Wealth Management held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q1 2026 at 2,450 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Evercore Wealth Management first reported a position in FXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

  • Evercore Wealth Management held 2,450 shares of Invesco CurrencyShares Swiss Franc Trust worth $271K as of Q1 2026.
  • Evercore Wealth Management left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q1 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #346 holding.
  • Evercore Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2025 and has held it in 3 quarters since.
  • Evercore Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $273K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.