Position in C
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$58,578,079
-$62,006,916 QoQ
Shares Held
516,516
-50.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.59316652339909.ToString("F0")%
Shared 0.ToString("F0")%
None 4.4068334766009185.ToString("F0")%
Common Shares in C 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. C ranks #5 (4.2% 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
This page
|
516,516 | $58,578,079 | |
| 6 | RY |
Royal Bank Of Canada
|
86,736 | $14,032,150 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
17,040 | $2,021,455 | |
| 8 | TD |
Toronto Dominion Bank
|
5,055 | $471,682 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,578,079 | 516,516 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $120,584,995 | 1,033,379 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,727,704 | 302,736 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,972,750 | 305,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,741,752 | 306,265 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $17,300,172 | 245,776 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,707,522 | 218,970 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,491,217 | 228,352 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $62,322,324 | 985,489 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,027,880 | 311,584 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $23,918,082 | 581,524 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,132,821 | 545,891 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $29,655,627 | 632,451 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $28,697,892 | 634,488 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $26,860,023 | 644,589 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $30,467,271 | 662,476 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $34,208,520 | 640,609 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $39,386,659 | 652,205 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $42,889,805 | 611,140 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $42,502,991 | 600,749 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $42,614,985 | 585,773 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $31,657,970 | 513,428 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $23,271,812 | 539,824 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $30,222,021 | 591,429 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $27,537,929 | 653,797 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||