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Julius Baer Group Ltd-Un ADR (JBAXY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Henry James International Management Inc.
DECREASED
Shares75,055 from 75,132
Change-77 (0%)
Value$1.3M (+$35.2K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares11,474 from 10,473
Change+1,001 (+10%)
Value$203.5K (+$23.0K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares1,309 from 804
Change+505 (+63%)
Value$23.2K (+$9.4K)
Filed 2026-11-06
Hantz Financial Services, Inc.
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$5 ($0)
Filed 2026-11-09
First Command Advisory Services, Inc.
INCREASED
Shares106 from 8
Change+98 (+1225%)
Value$1.9K (+$1.7K)
Filed 2026-11-05
Salomon & Ludwin, LLC
CLOSED
Shares0 from 515
Change-515 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-29
Rhumbline Advisers
N/A
Shares— from 73,749
Change-73,749 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Henry James International Management Inc.
DECREASED75,05575,132-770%$1.3M$1.3M+$35.2K2026-10-14
Gamma Investing LLC
INCREASED11,47410,473+1,001+10%$180.6K$203.5K+$23.0K2026-10-08
PNC Financial Services Group, Inc.
INCREASED1,309804+505+63%$13.9K$23.2K+$9.4K2026-11-06
Hantz Financial Services, Inc.
UNCHANGED26326300%$5$5$02026-11-09
First Command Advisory Services, Inc.
INCREASED1068+98+1225%$138$1.9K+$1.7K2026-11-05
Salomon & Ludwin, LLC
CLOSED0515-515-100%$8.9K$0-$8.9K2026-10-29
Rhumbline Advisers
N/A—73,749-73,749-100%$1.3M———
Financial Gravity Companies, Inc.
N/A—1-1-100%$17———
Showing 8 of 8 institutions