Ethic Inc.

Position in BNY — Bank of New York Mellon Corp

CIK 1780570 NEW YORK, NY

Position in BNY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$29,947,284

+$5,879,511 QoQ

Shares Held

207,090

+2.1% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#198

of 1,868 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Ethic Inc. holds $202,735,717 across 19 Banks - Diversified names. BNY ranks #2 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	92,027	$30,123,197
2	BNY	Bank of New York Mellon Corp This page	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,947,284	207,090	+2.1%	Shares	Sole	2026-07-29
2026-03-31	$24,067,773	202,881	+5.0%	Shares	Sole	2026-04-27
2025-12-31	$22,428,123	193,196	+5.6%	Shares	Sole	2026-02-03
2025-09-30	$19,939,244	182,996	-1.0%	Shares	Sole	2025-10-17
2025-06-30	$16,849,518	184,936	+6.0%	Shares	Sole	2025-07-30
2025-03-31	$14,637,998	174,532	+15.4%	Shares	Sole	2025-05-13
2024-12-31	$11,622,919	151,281	-10.4%	Shares	Sole	2025-02-14
2024-09-30	$12,136,076	168,885	-5.2%	Shares	Sole	2024-11-13
2024-06-30	$10,668,385	178,133	+5.5%	Shares	Sole	2024-08-13
2024-03-31	$9,731,153	168,885	-1.3%	Shares	Sole	2024-05-13
2023-12-31	$8,908,513	171,153	+6.9%	Shares	Sole	2024-02-14
2023-09-30	$6,830,696	160,157	+16.8%	Shares	Sole	2023-11-14
2023-06-30	$6,105,339	137,137	-7.9%	Shares	Sole	2023-08-14
2023-03-31	$6,766,424	148,909	+21.2%	Shares	Sole	2023-05-12
2022-12-31	$5,594,316	122,898	+32.0%	Shares	Sole	2023-02-14
2022-09-30	$3,585,711	93,087	+17.5%	Shares	Sole	2022-11-14
2022-06-30	$3,305,559	79,251	+9.2%	Shares	Sole	2022-08-10
2022-03-31	$3,602,244	72,582	+21.8%	Shares	Sole	2022-05-16
2021-12-31	$3,460,116	59,575	+18.5%	Shares	Sole	2022-02-14
2021-09-30	$2,606,515	50,280	+20.6%	Shares	Sole	2021-11-15
2021-06-30	$2,135,881	41,692	+51.4%	Shares	Sole	2021-08-10
2021-03-31	$1,302,177	27,536	+75.9%	Shares	Sole	2021-05-13
2020-12-31	$664,270	15,652	+14.7%	Shares	Sole	2021-02-10
2020-09-30	$468,637	13,647	+25.4%	Shares	Sole	2020-10-27
2020-06-30	$420,589	10,882	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.