Bank Julius Baer & Co
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Bank Julius Baer & Co’s BP BP Stock Holding History

Bank Julius Baer & Co’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$653K Sell
17,641
-1,316
-7% -$57.7K ﹤0.01% 433
2026
Q1 		$891K Buy
18,957
+1,191
+7% +$46.7K ﹤0.01% 389
2025
Q4 		$617K Sell
17,766
-2,073
-10% -$72.7K ﹤0.01% 407
2025
Q3 		$684K Buy
19,839
+24
+0.1% +$804 ﹤0.01% 394
2025
Q2 		$593K Buy
19,815
+4,426
+29% +$130K ﹤0.01% 364
2025
Q1 		$520K Sell
15,389
-946
-6% -$30.9K ﹤0.01% 362
2024
Q4 		$519K Buy
+16,335
New +$491K ﹤0.01% 351
2020
Q3 		– Sell
-404
Closed -$9K – 742
2020
Q2 		$9K Buy
+404
New +$9.7K ﹤0.01% 627

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank Julius Baer & Co's BP Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its BP (BP) stake by 6.9% in Q2 2026, selling an estimated $57.7K and leaving 17,641 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Bank Julius Baer & Co first reported a position in BP in Q2 2020 and has held it in 8 quarters since. The position peaked at $891K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Bank Julius Baer & Co held 17,641 shares of BP worth $653K as of Q2 2026.
  • Bank Julius Baer & Co sold 1,316 BP shares in Q2 2026, an estimated $57.7K.
  • BP made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #433 holding.
  • Bank Julius Baer & Co first reported a position in BP in Q2 2020 and has held it in 8 quarters since.
  • Bank Julius Baer & Co's BP position peaked at $891K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.