Position in BCS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,285,430
+$1,387,505 QoQ
Shares Held
196,777
+6.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#98
of 552 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BCS 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. BCS ranks #11 (2.6% 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/
|
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 BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,285,430 | 196,777 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,897,925 | 184,212 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,439,396 | 174,436 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,473,800 | 168,060 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,925,582 | 157,374 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,602,629 | 169,442 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,179,520 | 163,997 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,488,326 | 122,496 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,536,788 | 143,491 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $743,441 | 95,313 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $458,886 | 71,701 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $171,714 | 22,594 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $100,898 | 12,772 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $125,390 | 12,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $245,368 | 23,776 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $132,861 | 13,768 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $243,223 | 30,441 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $152,564 | 30,452 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $101,976 | 18,017 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||