Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,652,227
+$12,074,148 QoQ
Shares Held
504,803
-2.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#226
of 2,632 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,535,924,494 across 11 Banks - Diversified names. C ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,931,799 | $632,335,766 | |
| 2 | UBS |
UBS Group AG
|
5,601,012 | $277,586,154 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,345,666 | $276,485,838 | |
| 4 | BAC |
Bank Of America Corp /De/
|
4,327,936 | $246,605,793 | |
| 5 | C |
Citigroup Inc
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|
504,803 | $70,652,227 | |
| 6 | RY |
Royal Bank Of Canada
|
86,396 | $17,881,380 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
92,201 | $13,333,186 | |
| 8 | TD |
Toronto Dominion Bank
|
3,877 | $470,784 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,652,227 | 504,803 | Shares | Sole | 2026-08-10 | |
| 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 | $34,619,171 | 673,001 | 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. | ||||||