Position in NTB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,670,241
New position
Shares Held
44,878
first reported quarter
Ownership
0.114%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#68
of 252 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 93%
Shared 0%
None 7%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ethic Inc. holds $202,735,717 across 19 Banks - Diversified names. NTB ranks #17 (1.3% 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 NTB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,670,241 | 44,878 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||