13F Insight
DOSSIER · 13F Holders · Q2 2026
JBAXY

JULIUS BAER GROUP LTD-UN ADR

10 institutions still hold JULIUS BAER GROUP LTD-UN ADR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48137C108·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
10
filers reporting
Concentration
46.88%
Henry James International Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported JBAXY in Q2 2026. Henry James International Management Inc. leads at 46.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Henry James International Management Inc.
CIK 0001750423
$1M75K0.39%Q2 202602
RHUMBLINE ADVISERS
CIK 0001115418
$1M74K0.00%Q2 202603
GAMMA Investing LLC
CIK 0002010235
$181K10K0.01%Q2 202604
Salomon & Ludwin, LLC
CIK 0001766156
$9K5150.00%Q2 202605
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$7K4660.00%Q4 202506
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$4K2630.00%Q1 202607
First Horizon Advisors, Inc.
CIK 0001588539
$874650.00%Q2 202508
First Command Advisory Services, Inc.
CIK 0001727336
$13880.00%Q2 202609
Financial Gravity Companies, Inc.
CIK 0001377167
$1710.00%Q2 202610
Financial Gravity Asset Management, Inc.
CIK 0001741736
$1510.00%Q1 2026