Bank Julius Baer & Co. Ltd, Zurich FLSW — FRANKLIN TEMPLETON ETF TR

Ownership history in Bank Julius Baer & Co. Ltd, Zurich  ·  14 quarters on record

AI Ownership Summary

Bank Julius Baer & Co. Ltd, Zurich reported FRANKLIN TEMPLETON ETF TR (FLSW) in 14 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows FLSW at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLSW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank Julius Baer & Co. Ltd, Zurich's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FLSW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLSW stock page Bank Julius Baer & Co. Ltd, Zurich fund profile Bank Julius Baer & Co. Ltd, Zurich full holdings
How Bank Julius Baer & Co. Ltd, Zurich held FLSW — position size vs. price
% of Fund (quarterly)    FLSW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 60,170 — 0% 0.01% $2.5M 2026-02-05 $42.13
2025 Q3 ADDED — — — 60,170 +32,216 +115.2% 0.01% $2.3M 2025-11-13 $39.04
2025 Q2 REDUCED 10.0% -0.3% ✅ 27,954 -3,120 -10.0% 0.00% $1.3M 2025-08-12 $36.65
2025 Q1 REDUCED — — — 31,074 -750 -2.4% 0.00% $1.3M 2025-05-06 $35.98
2024 Q4 ADDED — — — 31,824 +2,198 +7.4% 0.00% $1.1M 2025-02-07 $32.82
2024 Q3 REDUCED 6.1% -11.0% ✅ 29,626 -1,932 -6.1% 0.00% $1.3M 2024-11-14 $31.52
2024 Q2 REDUCED 10.1% +8.4% ❌ 31,558 -3,562 -10.1% 0.00% $1.2M 2024-08-14 $33.38
2024 Q1 UNCHANGED — — — 35,120 — 0% 0.00% $1.2M 2024-05-14 $31.19
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLSW

As of 2026 Q1 — sorted by position size

Marotta Asset Management 3Y 1.87% First International Bank of Israel Ltd. 1.0% INNEALTA CAPITAL, LLC 3Y 7Y 0.89% North Capital, Inc. 0.31% PGIM Custom Harvest LLC 3Y 0.13% Millstone Evans Group, LLC 0.1% FLOW TRADERS U.S. LLC 3Y 7Y 0.06% Vivaldi Capital Management LP 3Y 7Y 0.04% EP Wealth Advisors, LLC 3Y 7Y 0.01% MENORA MIVTACHIM HOLDINGS LTD. 3Y 7Y 0.0%

FAQ About Bank Julius Baer & Co. Ltd, Zurich and FLSW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank Julius Baer & Co. Ltd, Zurich reported owning FLSW?

Bank Julius Baer & Co. Ltd, Zurich reported FLSW across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported FLSW position in Bank Julius Baer & Co. Ltd, Zurich's portfolio?

The largest reported portfolio weight for FLSW was 0.01% in 2025 Q4.

What is the latest reported FLSW position on this page?

The most recent filing on this page is 2025 Q4, when Bank Julius Baer & Co. Ltd, Zurich reported 60,170 shares, equal to 0.01% of portfolio, with an estimated market value of $2.5M.

What does the chart on this FLSW ownership page compare?

The chart compares Bank Julius Baer & Co. Ltd, Zurich's quarterly FLSW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bank Julius Baer & Co. Ltd, Zurich time their FLSW position?

Based on 13F filing dates vs. subsequent FLSW price moves, Bank Julius Baer & Co. Ltd, Zurich correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on FLSW relative to SPY over the holding period was -3.4%.

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