North Star Investment Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

North Star Investment 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
2025 Q4	–	Sell	-125	Closed	-$13.9K	–	1582
2025 Q3	$13.9K	Hold	125	–	–	﹤0.01%	859
2025 Q2	$14K	Hold	125	–	–	﹤0.01%	840
2025 Q1	$12.5K	Hold	125	–	–	﹤0.01%	822
2024 Q4	$12.2K	Hold	125	–	–	﹤0.01%	833
2024 Q3	$13.1K	Hold	125	–	–	﹤0.01%	789
2024 Q2	$12.4K	Sell	125 -155	-55%	-$15.2K	﹤0.01%	781
2024 Q1	$27.6K	Hold	280	–	–	﹤0.01%	697
2023 Q4	$29.6K	Hold	280	–	–	﹤0.01%	671
2023 Q3	$27.2K	Sell	280 -200	-42%	-$20.2K	﹤0.01%	690
2023 Q2	$47.7K	Hold	480	–	–	﹤0.01%	610
2023 Q1	$46.7K	Hold	480	–	–	﹤0.01%	627
2022 Q4	$46.3K	Hold	480	–	–	﹤0.01%	608
2022 Q3	$43K	Hold	480	–	–	﹤0.01%	566
2022 Q2	$45K	Hold	480	–	–	﹤0.01%	562
2022 Q1	$47K	Hold	480	–	–	﹤0.01%	594
2021 Q4	$47K	Sell	480 -400	-45%	-$39.2K	﹤0.01%	623
2021 Q3	$85K	Hold	880	–	–	0.01%	496
2021 Q2	$86K	Hold	880	–	–	0.01%	501
2021 Q1	$85K	Hold	880	–	–	0.01%	472
2020 Q4	$91K	Hold	880	–	–	0.01%	449
2020 Q3	$87K	Buy	880 +680	+340%	+$67.7K	0.01%	430
2020 Q2	$19K	Hold	200	–	–	﹤0.01%	644
2020 Q1	$19K	Hold	200	–	–	﹤0.01%	641
2019 Q4	$19K	Hold	200	–	–	﹤0.01%	716
2019 Q3	$19K	Buy	+200	New	+$18.8K	﹤0.01%	718
2019 Q2	–	Sell	-200	Closed	-$19K	–	587
2019 Q1	$19K	Hold	200	–	–	﹤0.01%	726
2018 Q4	$19K	Hold	200	–	–	﹤0.01%	699
2018 Q3	$19K	Buy	+200	New	+$19K	﹤0.01%	730

Other funds holding FXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

North Star Investment Management's FXF Position: Q4 2025 in Review

North Star Investment Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2025, closing a stake of 125 shares — an estimated $13.9K sold.

North Star Investment Management first reported a position in FXF in Q3 2018 and held it in 28 quarters. The position peaked at $91K in Q4 2020. 81 funds tracked by Wall St. Rank hold FXF as of Q4 2025.

North Star Investment Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2025 after selling out during the quarter.
North Star Investment Management sold 125 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2025, an estimated $13.9K.
North Star Investment Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2018 and held it in 28 quarters.
North Star Investment Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $91K in Q4 2020.
81 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.