Bank Julius Baer & Co. Ltd, Zurich
BankPosition in BNY — Bank of New York Mellon Corp
CIK 1544599
ZURICH, V8
Position in BNY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,021,455
+$254,101 QoQ
Shares Held
17,040
+11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,399,533,895 across 11 Banks - Diversified names. BNY ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,012,100 | $591,879,336 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,508,608 | $279,320,282 | |
| 3 | UBS |
UBS Group AG
|
6,114,163 | $238,880,348 | |
| 4 | BAC |
Bank Of America Corp /De/
|
4,388,492 | $213,938,985 | |
| 5 | C |
Citigroup Inc
|
516,516 | $58,578,079 | |
| 6 | RY |
Royal Bank Of Canada
|
86,736 | $14,032,150 | |
| 7 | BNY |
Bank of New York Mellon Corp
This page
|
17,040 | $2,021,455 | |
| 8 | TD |
Toronto Dominion Bank
|
5,055 | $471,682 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,021,455 | 17,040 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,767,354 | 15,224 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,199,431 | 11,008 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,003,758 | 11,017 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $921,479 | 10,987 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $763,382 | 9,936 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $664,705 | 9,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $592,671 | 9,896 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $633,186 | 10,989 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $572,393 | 10,997 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $474,609 | 11,128 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $482,641 | 10,841 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $499,340 | 10,989 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $501,038 | 11,007 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $419,097 | 10,880 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $461,771 | 11,071 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $547,170 | 11,025 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $641,493 | 11,045 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $570,758 | 11,010 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $561,993 | 10,970 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $521,419 | 11,026 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $465,015 | 10,957 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $378,323 | 11,017 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $426,425 | 11,033 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $371,557 | 11,032 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||