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Disclosery

JBAXY JULIUS BAER GROUP LTD UNSPONSO

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10 managers (10 13F filers) reported a position in JBAXY shares at 2025-12-31, 143,965 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
10
13F filers
10
New
2
Added
2
Reduced
1
Sold out
0
Shares held by filers
143,965

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…69,141$1.09M0.34%013F-HRTimeline
RHUMBLINE ADVISERS65,545$1.02M<0.01%+18,26613F-HRTimeline
GAMMA Investing LLC6,016$94K<0.01%+49513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC1,600$25K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.578$9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC515$8.53K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…466$7.28K<0.01%-9913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC68$1.06K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC35$547<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$16<0.01%new13F-HRTimelineGroup