Position in CM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,374,865
+$1,331,384 QoQ
Shares Held
20,651
+87.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#205
of 558 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CM 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. CM ranks #18 (1.2% 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 CM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,374,865 | 20,651 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,043,481 | 11,013 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $515,842 | 5,693 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $323,234 | 4,046 | Shares | Sole | 2025-10-17 | |
| 2022-09-30 | $658,456 | 15,047 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $672,667 | 13,858 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $606,502 | 4,984 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $256,321 | 2,619 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||