Position in LU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$21,187
-$12,717 QoQ
Shares Held
11,330
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 90.04413062665489.ToString("F0")%
Shared 0.ToString("F0")%
None 9.9558693733451.ToString("F0")%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Ethic Inc. holds $147,795,427 across 11 Credit Services names. LU ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
186,799 | $56,458,129 | |
| 2 | MA |
Mastercard Inc
|
90,878 | $45,408,101 | |
| 3 | AXP |
American Express Co
|
81,455 | $24,638,508 | |
| 4 | COF |
Capital One Financial Corp
|
80,373 | $14,662,446 | |
| 5 | SYF |
Synchrony Financial
|
38,889 | $2,645,229 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
54,340 | $2,457,798 | |
| 7 | ALLY |
Ally Financial Inc.
|
23,524 | $922,846 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
4,185 | $223,855 |
All Filings in LU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,187 | 11,330 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,904 | 13,244 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $58,139 | 14,320 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $40,120 | 14,380 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $45,078 | 15,178 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $49,606 | 20,756 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $399,957 | 114,601 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $113,563 | 47,917 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $483,616 | 114,601 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $150,024 | 48,868 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||