Julius Baer Group Ltd.-Un ADRJBAXY
13F holders, Q2 2024 (June 30)9holders +2
2new positions
0sold out
$11.15avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Rhumbline Advisers ($401K), Henry James International Management Inc. ($144K) and SVB Wealth LLC ($115K).
- Company
- Julius Baer Group Ltd.-Un ADR
- CUSIP
- 48137C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $118K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 18,736 shares bought and 585 shares sold, net +18,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Rhumbline Advisers | 0.00% | Add +24.2% | 35,928 | $401K |
| Henry James International Management Inc. | 0.05% | Reduce -2.1% | 12,888 | $144K |
| SVB Wealth LLC | 0.00% | New | 10,337 | $115K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 2,100 | $23K |
| GAMMA Investing LLC | 0.00% | Add +124.4% | 2,044 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.6% | 1,647 | $18K |
| Front Row Advisors LLC | 0.00% | Reduce -3.0% | 862 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 578 | $6K |
| First Horizon Advisors, Inc. | 0.00% | New | 272 | $3K |
"% 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.