Position in SAN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,096,444
-$49,501 QoQ
Shares Held
363,160
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.8816499614495.ToString("F0")%
Shared 0.ToString("F0")%
None 7.118350038550501.ToString("F0")%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Ethic Inc. holds $147,889,673 across 17 Banks - Diversified names. SAN ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,705 | $24,622,662 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
202,881 | $24,067,773 | |
| 3 | BAC |
Bank Of America Corp /De/
|
468,172 | $22,823,385 | |
| 4 | C |
Citigroup Inc
|
127,928 | $14,508,314 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
158,702 | $13,091,327 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
507,076 | $10,983,266 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
401,745 | $7,934,463 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
71,884 | $5,722,685 |
All Filings in SAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,096,444 | 363,160 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,145,945 | 353,448 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,936,130 | 375,585 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,140,678 | 378,395 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,190,278 | 476,161 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,256,816 | 494,916 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,482,083 | 486,683 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,379,222 | 513,871 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,355,545 | 486,683 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,964,587 | 474,538 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,431,811 | 380,801 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,348,907 | 363,587 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,367,085 | 370,484 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $986,571 | 334,431 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $556,769 | 239,987 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $808,718 | 288,828 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,081,775 | 320,052 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $472,940 | 143,751 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $636,225 | 175,753 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $813,772 | 208,126 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $533,659 | 155,586 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $286,998 | 94,098 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $120,817 | 65,307 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $57,309 | 23,780 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $39,371 | 16,754 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||