CFT - Compagnie Financière Tradition SA Stock - Stock Price, Institutional Ownership, Shareholders (SWX)

Compagnie Financière Tradition SA
CH ˙ SWX ˙ CH0014345117
CHF 268,00 ↑5.00 (1.90%)
2025-09-03
SHARE PRICE
Basic Stats
Institutional Owners 32 total, 32 long only, 0 short only, 0 long/short - change of 28.00% MRQ
Share Price 268.00
Average Portfolio Allocation 0.0197 % - change of 5.98% MRQ
Shares Outstanding shares (source: Capital IQ)
Institutional Shares (Long) 105,585 - 1.38% (ex 13D/G) - change of 0.04MM shares 68.00% MRQ
Institutional Value (Long) $ 28,120 USD ($1000)
Institutional Ownership and Shareholders

Compagnie Financière Tradition SA (CH:CFT) has 32 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 105,585 shares. Largest shareholders include VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, DISVX - Dfa International Small Cap Value Portfolio - Institutional Class, Dfa Investment Trust Co - The Continental Small Company Series, VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares, DFIEX - International Core Equity Portfolio - Institutional Class, VEURX - Vanguard European Stock Index Fund Investor Shares, DFIS - Dimensional International Small Cap ETF, SCHC - Schwab International Small-Cap Equity ETF, and VT - Vanguard Total World Stock Index Fund ETF Shares .

Compagnie Financière Tradition SA (SWX:CFT) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 3, 2025 is 268.00 / share. Previously, on September 5, 2024, the share price was 154.00 / share. This represents an increase of 74.03% over that period.

CH:CFT / Compagnie Financière Tradition SA Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-07-29 NP VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 244 66
2025-06-26 NP Dfa Investment Trust Co - The Continental Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,201 0.00 2,698 24.46
2025-06-26 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,544 5.84 1,466 31.83
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 162 276.74 43 366.67
2025-06-24 NP TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31 -88.35 8 -85.71
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,815 480
2025-06-25 NP NTKLX - Voya Multi-Manager International Small Cap Fund Class A 258 0.00 68 25.93
2025-06-26 NP DISVX - Dfa International Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,344 0.00 4,322 24.48
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 228 0.00 63 19.23
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 4,021 37.85 1,067 71.66
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 414 -31.80 114 -17.99
2025-07-29 NP JISAX - International Small Company Fund Class NAV 319 -48.38 87 -34.85
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,358 -9.20 4,497 8.55
2025-08-29 NP JAJDX - International Small Company Trust NAV 105 0.00 29 16.67
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 245 65
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,519 12.02 402 39.24
2025-07-25 NP SCHC - Schwab International Small-Cap Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,553 964
2025-06-27 NP HAOSX - Harbor Overseas Fund Institutional Class 164 -48.43 43 -35.82
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 443 0.00 117 24.47
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,048 9.74 277 37.13
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 719 0.00 190 25.00
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 1,281 0.00 339 24.26
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 885 0.00 235 24.47
2025-06-27 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 460 102.64 122 152.08
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 420 115.38 111 170.73
2025-06-30 NP VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,241 1,650
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,291 6,953
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va International Small Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 477 14.66 126 43.18
2025-06-30 NP VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,411 1,166
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,124 18.19 297 47.03
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 108 0.00 30 20.83
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 152 0.00 40 25.00
Other Listings
GB:0QL7
US:CFNCF
GB:CFTZ
DE:CFI
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