Julius Baer Gruppe Ag Unsp Adr Each Rep 0.2 Ord Shs - JBAXY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Henry James International Management Inc. | History | No change | 69,141 | 1,089 | 0.34% | 0.29% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 65,545 | 1,023 | 0.0% | 0.0% | 2 | +18,266 | 38.63% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 6,016 | 93 | 0.0% | 0.0% | 3 | +495 | 8.97% | Q4 2025 | Jan 05, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 1,600 | 24 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 578 | 9 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 515 | 8 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 466 | 7 | 0.0% | 0.0% | 7 | -99 | -17.52% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | New | 68 | 1 | 0.0% | — | 8 | +68 | New | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |