Fairman Group
FXF icon

Fairman Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Fairman Group’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
Q3 		$54.8K Hold
520
– – 0.04% 99
2026
Q2 		$56.7K Hold
520
– – 0.04% 99
2026
Q1 		$57.4K Buy
+520
New +$58.7K 0.05% 95

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Fiduciary Family Office
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CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Carret Asset Management
Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fairman Group's FXF Position: Q3 2026 in Review

Fairman Group held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q3 2026 at 520 shares worth $54.8K. The position accounts for 0.04% of the portfolio, ranked #99.

Fairman Group first reported a position in FXF in Q1 2026 and has held it in 3 quarters since. The position peaked at $57.4K in Q1 2026. 26 funds tracked by Wall St. Rank hold FXF as of Q3 2026.

  • Fairman Group held 520 shares of Invesco CurrencyShares Swiss Franc Trust worth $54.8K as of Q3 2026.
  • Fairman Group left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q3 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up 0.04% of Fairman Group's portfolio in Q3 2026, its #99 holding.
  • Fairman Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2026 and has held it in 3 quarters since.
  • Fairman Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $57.4K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.