Julius Baer Group Ltd.-Un ADRJBAXY
13F holders, Q2 2026 (June 30)8holders
1new positions
1sold out
$17.27avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Henry James International Management Inc. ($1.3M), Rhumbline Advisers ($1.3M) and GAMMA Investing LLC ($181K).
- Company
- Julius Baer Group Ltd.-Un ADR
- CUSIP
- 48137C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $138 |
| Exits | 1 | $339 |
All 13F filers, Q1 2026 → Q2 2026: 8,553 shares bought and 23 shares sold, net +8,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Henry James International Management Inc. | 0.39% | Add +0.4% | 75,132 | $1.3M |
| Rhumbline Advisers | 0.00% | Add +8.5% | 73,749 | $1.3M |
| GAMMA Investing LLC | 0.01% | Add +25.3% | 10,473 | $181K |
| PNC Financial Services Group, Inc. | 0.00% | Add +75.2% | 804 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 515 | $9K |
| Hantz Financial Services, Inc. | 0.00% | No change | 263 | $5K |
| First Command Advisory Services, Inc. | 0.00% | New | 8 | $138 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $17 |
"% of holder's portfolio" is JBAXY's weight in each manager's 13F, not the share of Julius Baer Group Ltd.-Un ADR the manager owns.