Marex Group’s Swiss Helvetia Fund SWZ Stock Holding History

Marex Group’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 Q1	–	Sell	-10,000	Closed	-$62.2K	–	1243
2025 Q4	$62.2K	Buy	+10,000	New	+$60.5K	﹤0.01%	925

Other funds holding SWZ

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Evolve Private Wealth Los Angeles, California $1.64B AUM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Marex Group's SWZ Position: Q1 2026 in Review

Marex Group sold out of Swiss Helvetia Fund (SWZ) in Q1 2026, closing a stake of 10,000 shares — an estimated $62.2K sold.

Marex Group first reported a position in SWZ in Q4 2025 and held it in 1 quarter. The position peaked at $62.2K in Q4 2025. 42 funds tracked by Wall St. Rank hold SWZ as of Q1 2026.

Marex Group reported no remaining Swiss Helvetia Fund position as of Q1 2026 after selling out during the quarter.
Marex Group sold 10,000 Swiss Helvetia Fund shares in Q1 2026, an estimated $62.2K.
Marex Group first reported a position in Swiss Helvetia Fund in Q4 2025 and held it in 1 quarter.
Marex Group's Swiss Helvetia Fund position peaked at $62.2K in Q4 2025.
42 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.