NPT
SWZ

Nixon Peabody Trust’s Swiss Helvetia Fund SWZ Stock Holding History

Nixon Peabody Trust’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 		– Sell
-42,024
Closed -$249K – 184
2026
Q1 		$249K Hold
42,024
– – 0.02% 146
2025
Q4 		$261K Buy
+42,024
New +$254K 0.02% 140

Other funds holding SWZ

CL
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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

Nixon Peabody Trust's SWZ Position: Q2 2026 in Review

Nixon Peabody Trust sold out of Swiss Helvetia Fund (SWZ) in Q2 2026, closing a stake of 42,024 shares — an estimated $249K sold.

Nixon Peabody Trust first reported a position in SWZ in Q4 2025 and held it in 2 quarters. The position peaked at $261K in Q4 2025. 41 funds tracked by Wall St. Rank hold SWZ as of Q2 2026.

  • Nixon Peabody Trust reported no remaining Swiss Helvetia Fund position as of Q2 2026 after selling out during the quarter.
  • Nixon Peabody Trust sold 42,024 Swiss Helvetia Fund shares in Q2 2026, an estimated $249K.
  • Nixon Peabody Trust first reported a position in Swiss Helvetia Fund in Q4 2025 and held it in 2 quarters.
  • Nixon Peabody Trust's Swiss Helvetia Fund position peaked at $261K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Swiss Helvetia Fund as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.