Position in ULS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,164,830
+$259,069 QoQ
Shares Held
21,253
-4.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 388 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $4,100,016 across 5 Specialty Business Services names. ULS ranks #1 (52.8% of the industry book) .
All Filings in ULS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,164,830 | 21,253 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,905,761 | 22,235 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,031,906 | 25,766 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,119,706 | 29,914 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||