Ethic Inc.

Position in C — Citigroup Inc

CIK 1780570 NEW YORK, NY

Position in C

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

Position Value

$19,015,525

+$4,507,211 QoQ

Shares Held

135,864

+6.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#423

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

Ethic Inc. holds $202,735,717 across 19 Banks - Diversified names. C ranks #4 (9.4% 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	207,090	$29,947,284
3	BAC	Bank Of America Corp /De/	520,913	$29,681,622
4	C	Citigroup Inc This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,015,525	135,864	+6.2%	Shares	Sole	2026-07-29
2026-03-31	$14,508,314	127,928	+4.9%	Shares	Sole	2026-04-27
2025-12-31	$14,235,246	121,992	+1.0%	Shares	Sole	2026-02-03
2025-09-30	$12,262,824	120,816	-1.4%	Shares	Sole	2025-10-17
2025-06-30	$10,433,584	122,575	+1.4%	Shares	Sole	2025-07-30
2025-03-31	$8,580,206	120,865	-2.8%	Shares	Sole	2025-05-13
2024-12-31	$8,752,644	124,345	+23.1%	Shares	Sole	2025-02-14
2024-09-30	$6,325,229	101,042	-6.4%	Shares	Sole	2024-11-13
2024-06-30	$6,849,555	107,935	+6.8%	Shares	Sole	2024-08-13
2024-03-31	$6,389,896	101,042	+10.4%	Shares	Sole	2024-05-13
2023-12-31	$4,706,914	91,503	+7.2%	Shares	Sole	2024-02-14
2023-09-30	$3,509,293	85,322	+9.9%	Shares	Sole	2023-11-14
2023-06-30	$3,575,098	77,652	+8.4%	Shares	Sole	2023-08-14
2023-03-31	$3,359,527	71,647	+1451.1%	Shares	Sole	2023-05-12
2022-12-31	$208,917	4,619	-14.4%	Shares	Sole	2023-02-14
2022-09-30	$224,726	5,393	-35.6%	Shares	Sole	2022-11-14
2022-06-30	$385,074	8,373	+17.7%	Shares	Sole	2022-08-10
2022-03-31	$379,941	7,115	-22.0%	Shares	Sole	2022-05-16
2021-12-31	$550,636	9,118	-5.7%	Shares	Sole	2022-02-14
2021-09-30	$678,710	9,671	-31.5%	Shares	Sole	2021-11-15
2021-06-30	$998,990	14,120	-54.3%	Shares	Sole	2021-08-10
2021-03-31	$2,248,193	30,903	+4.3%	Shares	Sole	2021-05-13
2020-12-31	$1,826,060	29,615	+12.1%	Shares	Sole	2021-02-10
2020-09-30	$1,138,535	26,410	+129.3%	Shares	Sole	2020-10-27
2020-06-30	$588,672	11,520	+9.7%	Shares	Sole	2020-08-12
2020-03-31	$442,217	10,499	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.