Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in WFC — Wells Fargo & Company/Mn

CIK 1544599 ZURICH, V8

Position in WFC

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$279,320,282

+$59,254,858 QoQ

Shares Held

3,508,608

+48.6% QoQ

Ownership

0.115%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 98.30798994929043.ToString("F0")% Shared 0.ToString("F0")% None 1.6920100507095692.ToString("F0")%

Financial Services · as of Mar 31, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $1,399,533,895 across 11 Banks - Diversified names. WFC ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,012,100	$591,879,336
2	WFC	Wells Fargo & Company/Mn This page	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	17,040	$2,021,455
8	TD	Toronto Dominion Bank	5,055	$471,682

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$279,320,282	3,508,608	+48.6%	Shares	Sole	2026-05-05
2025-12-31	$220,065,424	2,361,217	+71.4%	Shares	Sole	2026-02-05
2025-09-30	$115,454,590	1,377,411	+25072.0%	Shares	Sole	2025-11-13
2025-06-30	$438,416	5,472	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$391,829	5,458	-14.1%	Shares	Sole	2025-09-17
2024-12-31	$446,445	6,356	+49.4%	Shares	Sole	2025-02-07
2024-09-30	$240,251	4,253	-15.9%	Shares	Sole	2024-11-14
2024-03-31	$293,045	5,056	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$249,151	5,062	-1.1%	Shares	Sole	2024-02-02
2023-09-30	$209,203	5,120	+2.8%	Shares	Sole	2023-11-13
2023-06-30	$212,546	4,980	-51.3%	Shares	Sole	2023-07-24
2023-03-31	$381,874	10,216	+530.6%	Shares	Sole	2023-05-11
2022-12-31	$66,889	1,620	+1.4%	Shares	Sole	2023-01-24
2022-09-30	$64,271	1,598	-1.8%	Shares	Sole	2022-11-04
2022-06-30	$63,729	1,627	-83.3%	Shares	Sole	2022-07-22
2022-03-31	$473,260	9,766	-98.5%	Shares	Sole	2022-05-09
2021-12-31	$32,027,273	667,513	-57.6%	Shares	Sole	2022-02-15
2021-09-30	$73,015,831	1,573,278	+3.1%	Shares	Sole	2021-11-12
2021-06-30	$69,124,994	1,526,275	+0.1%	Shares	Sole	2021-07-23
2021-03-31	$59,578,663	1,524,921	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$45,961,997	1,522,929	-1.5%	Shares	Sole	2021-02-24
2020-09-30	$36,356,874	1,546,443	-6.8%	Shares	Sole	2020-11-10
2020-06-30	$42,476,800	1,659,250	+5208.4%	Shares	Sole	2020-08-12
2020-03-31	$897,075	31,257	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.