Bank Julius Baer & Co. Ltd, Zurich
BankPosition in WFC — Wells Fargo & Company/Mn
CIK 1544599
ZURICH, V8
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$276,485,838
-$2,834,444 QoQ
Shares Held
3,345,666
-4.6% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#82
of 2,873 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WFC 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. WFC ranks #3 (18.0% 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
This page
|
3,345,666 | $276,485,838 | |
| 4 | BAC |
Bank Of America Corp /De/
|
4,327,936 | $246,605,793 | |
| 5 | C |
Citigroup Inc
|
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 WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,485,838 | 3,345,666 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $279,320,282 | 3,508,608 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $220,065,424 | 2,361,217 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $115,454,590 | 1,377,411 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $438,416 | 5,472 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $391,829 | 5,458 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $446,445 | 6,356 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $240,251 | 4,253 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $293,045 | 5,056 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $249,151 | 5,062 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $209,203 | 5,120 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $212,546 | 4,980 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $381,874 | 10,216 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $66,889 | 1,620 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $64,271 | 1,598 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $63,729 | 1,627 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $473,260 | 9,766 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $32,027,273 | 667,513 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $73,015,831 | 1,573,278 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $69,124,994 | 1,526,275 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $59,578,663 | 1,524,921 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $45,961,997 | 1,522,929 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $36,356,874 | 1,546,443 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $42,476,800 | 1,659,250 | 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. | ||||||