Bank Julius Baer & Co. Ltd, Zurich historic quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Bank Julius Baer & Co. Ltd, Zurich opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1544599), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-09-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BAMCO INC /NY/ | United States | $33.128B | 326 |
| PFA Pension, Forsikringsaktieselskab | Denmark | $33.244B | 381 |
| Lido Advisors, LLC | United States | $32.690B | 3,257 |
| Gotham Asset Management, LLC | United States | $32.652B | 1,749 |
| Mastercard Foundation Asset Management Corp | Canada | $33.657B | 3 |
| TD Waterhouse Canada Inc. | Canada | $33.708B | 2,307 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | United States | $32.419B | 465 |
| Asset Management One Co., Ltd. | Japan | $33.911B | 911 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | United States | $34.047B | 1,193 |
| PARNASSUS INVESTMENTS, LLC | United States | $34.147B | 135 |