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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
Q2 		$267K Hold
2,450
– – ﹤0.01% 356
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

Other funds holding FXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evercore Wealth Management's FXF Position: Q2 2026 in Review

Evercore Wealth Management held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q2 2026 at 2,450 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Evercore Wealth Management first reported a position in FXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q4 2025. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • Evercore Wealth Management held 2,450 shares of Invesco CurrencyShares Swiss Franc Trust worth $267K as of Q2 2026.
  • Evercore Wealth Management left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q2 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Evercore Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2025 and has held it in 4 quarters since.
  • Evercore Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $273K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.