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 | Added to | 75,132 | 1,300 | 0.39% | 0.39% | 1 | +283 | 0.38% | Q2 2026 | Jul 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 73,749 | 1,271 | 0.0% | 0.0% | 2 | +5,805 | 8.54% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 10,473 | 180 | 0.01% | 0.01% | 3 | +2,112 | 25.26% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 804 | 13 | 0.0% | 0.0% | 4 | +345 | 75.16% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 515 | 8 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 263 | 5 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 10, 2026 |
| Financial Gravity Companies, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |