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 | Reduced | 75,055 | 1,335 | 0.4% | 0.39% | 1 | -77 | -0.1% | Q3 2026 | Oct 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 73,749 | 1,271 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 11,474 | 203 | 0.01% | 0.01% | 3 | +1,001 | 9.56% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 804 | 13 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 263 | 5 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |