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Swiss Helvetia Fund shares owned by Fortis Capital Advisors

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Fortis Capital Advisors from 13F filings

Historical chart of Fortis Capital Advisors investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $86k 15k 5.93

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View all positions for Fortis Capital Advisors

Top funds holding Swiss Helvetia Fund

CSS
Allspring Global Investments Holdings
ICON Advisers
Deschutes Portfolio Strategy
Saba Capital Management
Rivernorth Capital Management
Shaker Financial Services
Evolve Private Wealth
Yakira Capital Management
Gardner Russo & Gardner
Blue Bell Private Wealth Management
Uncommon Cents Investing
Alpine Partners VI
Noble Wealth Management PBC
Commonwealth Equity Services

View all funds holding Swiss Helvetia Fund