Position in CFR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$568,788
+$81,880 QoQ
Shares Held
3,681
+3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 566 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ethic Inc. holds $183,109,573 across 58 Banks - Regional names. CFR ranks #34 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
92,712 | $22,827,548 | |
| 2 | USB |
US Bancorp \De\
|
282,109 | $17,039,383 | |
| 3 | FITB |
Fifth Third Bancorp
|
232,517 | $13,106,983 | |
| 4 | KB |
KB Financial Group Inc.
|
121,759 | $12,779,824 | |
| 5 | TFC |
Truist Financial Corp
|
222,735 | $11,096,657 | |
| 6 | WF |
Woori Financial Group Inc.
|
181,303 | $10,406,792 | |
| 7 | IBN |
Icici Bank Ltd
|
306,325 | $8,892,614 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,439,559 | $8,392,628 |
All Filings in CFR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,788 | 3,681 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $486,908 | 3,552 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $450,043 | 3,554 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $420,115 | 3,314 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $452,846 | 3,523 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $546,122 | 4,362 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $533,375 | 3,973 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $508,403 | 4,545 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $398,084 | 3,917 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $511,630 | 4,545 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $690,755 | 6,367 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $334,923 | 3,672 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $577,866 | 5,374 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $330,135 | 3,134 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $396,286 | 2,964 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $497,543 | 3,763 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $354,473 | 3,044 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $258,549 | 1,868 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||