Stifel Financial
FXF icon

Stifel Financial’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Stifel Financial’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
Q3 		– Sell
-391,893
Closed -$43.8M – 3575
2025
Q2 		$43.8M Buy
+391,893
New +$42.1M 0.04% 373
2023
Q3 		– Sell
-2,738
Closed -$272K – 3336
2023
Q2 		$272K Sell
2,738
-6
-0.2% -$595 ﹤0.01% 2881
2023
Q1 		$267K Sell
2,744
-13
-0.5% -$1.25K ﹤0.01% 2886
2022
Q4 		$266K Sell
2,757
-22
-0.8% -$2.04K ﹤0.01% 2838
2022
Q3 		$251K Sell
2,779
-98
-3% -$9.07K ﹤0.01% 2830
2022
Q2 		$270K Buy
2,877
+42
+1% +$3.9K ﹤0.01% 2809
2022
Q1 		$276K Sell
2,835
-2,973
-51% -$289K ﹤0.01% 2931
2021
Q4 		$574K Sell
5,808
-105
-2% -$10.3K ﹤0.01% 2516
2021
Q3 		$573K Buy
5,913
+645
+12% +$63.5K ﹤0.01% 2500
2021
Q2 		$516K Buy
5,268
+2,826
+116% +$282K ﹤0.01% 2567
2021
Q1 		$235K Buy
+2,442
New +$245K ﹤0.01% 2930
2016
Q4 		– Sell
-13,145
Closed -$1.29M – 2502
2016
Q3 		$1.29M Sell
13,145
-50
-0.4% -$4.91K 0.01% 1200
2016
Q2 		$1.3M Hold
13,195
– – 0.01% 1203
2016
Q1 		$1.32M Buy
+13,195
New +$1.28M 0.01% 1108

Other funds holding FXF

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Stifel Financial's FXF Position: Q3 2025 in Review

Stifel Financial sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2025, closing a stake of 391,893 shares — an estimated $43.8M sold.

Stifel Financial first reported a position in FXF in Q1 2016 and held it in 14 quarters. The position peaked at $43.8M in Q2 2025. 77 funds tracked by Wall St. Rank hold FXF as of Q3 2025.

  • Stifel Financial reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 391,893 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2025, an estimated $43.8M.
  • Stifel Financial first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2016 and held it in 14 quarters.
  • Stifel Financial's Invesco CurrencyShares Swiss Franc Trust position peaked at $43.8M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.