Vault-13

JULIUS BAER GROUP LTD-UN ADR JBAXY

ADR · ADR · CUSIP 48137C108

8 institutional holders +0 vs Q1 2026
160,945160.9k shares reported held*
$2.8mreported value*
1 new 4 added 0 reduced 1 sold out net bought ≈ $147.1k (+8.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $17.27.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 6Q4 22: 5Q1 23: 7Q2 23: 6Q3 23: 6Q4 23: 6Q1 24: 8Q2 24: 9Q3 24: 8Q4 24: 8Q1 25: 9Q2 25: 9Q3 25: 7Q4 25: 10Q1 26: 8Q2 26: 88Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20226
Q4 20225
Q1 20237
Q2 20236
Q3 20236
Q4 20236
Q1 20248
Q2 20249
Q3 20248
Q4 20248
Q1 20259
Q2 20259
Q3 20257
Q4 202510
Q1 20268
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 4 bought or addedQ3 24: 4 cut or sold outQ4 24: 4 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 2 cut or sold outQ2 25: 1 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 3 cut or sold outQ4 25: 4 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 5 cut or sold outQ2 26: 5 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202444
Q4 202442
Q1 202542
Q2 202516
Q3 202533
Q4 202541
Q1 202635
Q2 202651

Biggest buyers

RHUMBLINE ADVISERS Added +5,805+5.8k
GAMMA Investing LLC Added +2,112+2.1k
PNC Financial Services Group, Inc. Added +345+345
Henry James International Management Inc. Added +283+283
First Command Advisory Services, Inc. New +8+8

Biggest sellers

Ancora Advisors LLC Sold out -23-23

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Henry James International Management Inc. 0.39% of their portfolio NEW YORK, NY 75,13275.1k $1.3m $1.3m 0.39% Added +283 +283
2 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 73,74973.7k $1.3m $1.3m 0.00% Added +5.8k +5,805
3 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 10,47310.5k $180.6k $180.6k 0.01% Added +2.1k +2,112
4 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 804804 $13.9k $13.9k 0.00% Added +345 +345
5 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 515515 $8.9k $8.9k 0.00% Unchanged
6 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 263263 $5.0k $5.0k 0.00% Unchanged
7 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 88 $138 $138 0.00% New
8 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 11 $17 $17 0.00% First filing