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Swiss Helvetia Fund shares owned by Raymond James Financial

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Raymond James Financial from 13F filings

Historical chart of Raymond James Financial investment in Swiss Helvetia Fund

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All positions including Swiss Helvetia Fund held by Raymond James Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $84k 14k 6.08
2025-06-30 $56k 8.8k 6.34

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View all positions for Raymond James Financial

Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
Deschutes Portfolio Strategy
CSS
Gardner Russo & Gardner
Rivernorth Capital Management
Saba Capital Management
Shaker Financial Services
Karpus Investment Management
Blue Bell Private Wealth Management
Yakira Capital Management
Uncommon Cents Investing
Commonwealth Equity Services
Uhlmann Price Securities
Brooklyn Capital Management
Boothbay Fund Management

View all funds holding Swiss Helvetia Fund