Ethic Inc.

Position in HSBC — Hsbc Holdings PLC

CIK 1780570 NEW YORK, NY

Position in HSBC

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

Position Value

$16,581,889

+$3,490,562 QoQ

Shares Held

174,381

+9.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#47

of 706 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. HSBC ranks #5 (8.2% 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	135,864	$19,015,525
5	HSBC	Hsbc Holdings PLC This page	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	$16,581,889	174,381	+9.9%	Shares	Sole	2026-07-29
2026-03-31	$13,091,327	158,702	+2.7%	Shares	Sole	2026-04-27
2025-12-31	$12,162,224	154,598	+2.3%	Shares	Sole	2026-02-03
2025-09-30	$10,722,948	151,070	+0.5%	Shares	Sole	2025-10-17
2025-06-30	$9,141,904	150,385	-11.9%	Shares	Sole	2025-07-30
2025-03-31	$9,806,287	170,752	-2.2%	Shares	Sole	2025-05-13
2024-12-31	$8,632,698	174,539	+8.5%	Shares	Sole	2025-02-14
2024-09-30	$7,270,935	160,897	-12.4%	Shares	Sole	2024-11-13
2024-06-30	$7,987,165	183,613	+14.1%	Shares	Sole	2024-08-13
2024-03-31	$6,332,905	160,897	+132.9%	Shares	Sole	2024-05-13
2023-12-31	$2,800,341	69,076	+75.4%	Shares	Sole	2024-02-14
2023-09-30	$1,553,934	39,380	+5.9%	Shares	Sole	2023-11-14
2023-06-30	$1,473,824	37,199	+6.0%	Shares	Sole	2023-08-14
2023-03-31	$1,197,587	35,089	+2.3%	Shares	Sole	2023-05-12
2022-12-31	$1,068,476	34,290	-10.0%	Shares	Sole	2023-02-14
2022-09-30	$993,449	38,107	-23.6%	Shares	Sole	2022-11-14
2022-06-30	$1,630,069	49,895	-44.8%	Shares	Sole	2022-08-10
2022-03-31	$3,091,024	90,328	+44.5%	Shares	Sole	2022-05-16
2021-12-31	$1,884,827	62,515	+46.4%	Shares	Sole	2022-02-14
2021-09-30	$1,116,997	42,715	-6.7%	Shares	Sole	2021-11-15
2021-06-30	$1,320,839	45,783	+100.1%	Shares	Sole	2021-08-10
2021-03-31	$666,577	22,875	+25.0%	Shares	Sole	2021-05-13
2020-12-31	$474,334	18,307	+17.7%	Shares	Sole	2021-02-10
2020-09-30	$304,606	15,557	-6.6%	Shares	Sole	2020-10-27
2020-06-30	$388,491	16,652	-3.1%	Shares	Sole	2020-08-12
2020-03-31	$481,127	17,177	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.