Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$29,681,622
+$6,858,237 QoQ
Shares Held
520,913
+11.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#426
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ethic Inc. holds $202,735,717 across 19 Banks - Diversified names. BAC ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
92,027 | $30,123,197 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
207,090 | $29,947,284 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
520,913 | $29,681,622 | |
| 4 | C |
Citigroup Inc
|
135,864 | $19,015,525 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
174,381 | $16,581,889 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
540,841 | $13,553,475 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
461,574 | $10,883,914 | |
| 8 | UBS |
UBS Group AG
|
150,546 | $7,461,059 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,681,622 | 520,913 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $22,823,385 | 468,172 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $25,162,775 | 457,505 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,819,680 | 422,944 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,175,956 | 257,311 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,793,493 | 354,505 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,543,319 | 148,881 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,672,051 | 67,340 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,520,400 | 88,519 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,553,532 | 67,340 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,015,149 | 59,850 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,387,700 | 50,683 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,388,997 | 48,414 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,558,557 | 54,495 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,056,089 | 62,080 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,083,105 | 68,977 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,951,166 | 62,678 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,588,739 | 62,803 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,400,637 | 76,436 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,795,656 | 136,529 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,048,159 | 122,439 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,151,204 | 107,294 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,178,306 | 104,860 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,016,429 | 83,704 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,414,407 | 59,554 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,164,295 | 54,842 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||