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JBAXY JULIUS BAER GROUP LTD UNSPONSO

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8 managers (8 13F filers) reported a position in JBAXY shares at 2026-06-30, 160,945 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
8
13F filers
8
New
1
Added
4
Reduced
0
Sold out
1
Shares held by filers
160,945

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Henry James International Management In…75,132$1.3M0.39%+28313F-HRTimeline
RHUMBLINE ADVISERS73,749$1.27M<0.01%+5,80513F-HRTimeline
GAMMA Investing LLC10,473$181K0.01%+2,11213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…804$13.9K<0.01%+34513F-HRTimelineGroup
Salomon & Ludwin, LLC515$8.87K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.263$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Command Advisory Services, Inc.8$138<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1$17<0.01%13F-HRTimelineGroup