Julius Baer Group Ltd.-Un ADRJBAXY
13F holders, Q1 2026 (March 31)8holders −2
0new positions
2sold out
$14.62avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Henry James International Management Inc. ($1.1M), Rhumbline Advisers ($1.0M) and GAMMA Investing LLC ($123K).
- Company
- Julius Baer Group Ltd.-Un ADR
- CUSIP
- 48137C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $26K |
All 13F filers, Q4 2025 → Q1 2026: 10,452 shares bought and 2,002 shares sold, net +8,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Henry James International Management Inc. | 0.39% | Add +8.3% | 74,849 | $1.1M |
| Rhumbline Advisers | 0.00% | Add +3.7% | 67,944 | $1.0M |
| GAMMA Investing LLC | 0.01% | Add +39.0% | 8,361 | $123K |
| Salomon & Ludwin, LLC | 0.00% | No change | 515 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 459 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -54.5% | 263 | $4K |
| Ancora Advisors LLC | 0.00% | Reduce -66.2% | 23 | $339 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1 | $15 |
"% 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.