HF
SWZ

HRT Financial’s Swiss Helvetia Fund SWZ Stock Holding History

HRT Financial’s Portfolio SWZ Stock Details SWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
+35,262
New +$211K ﹤0.01% 3374

Other funds holding SWZ

CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

HRT Financial's SWZ Position: Q2 2026 in Review

HRT Financial opened a new position in Swiss Helvetia Fund (SWZ) in Q2 2026: 35,262 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #3374 among its holdings.

41 funds tracked by Wall St. Rank hold SWZ as of Q2 2026.

  • HRT Financial held 35,262 shares of Swiss Helvetia Fund worth $209K as of Q2 2026.
  • Swiss Helvetia Fund was a new HRT Financial position in Q2 2026.
  • Swiss Helvetia Fund made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3374 holding.
  • 41 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.