Position in SHG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,253,510
+$518,097 QoQ
Shares Held
36,750
+13.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 91.46122448979592.ToString("F0")%
Shared 0.ToString("F0")%
None 8.538775510204081.ToString("F0")%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Ethic Inc. holds $138,967,507 across 43 Banks - Regional names. SHG ranks #18 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
84,626 | $17,609,824 | |
| 2 | USB |
US Bancorp De
|
262,405 | $13,647,684 | |
| 3 | FITB |
Fifth Third Bancorp
|
220,714 | $10,254,372 | |
| 4 | TFC |
Truist Financial Corp
|
184,125 | $8,464,226 | |
| 5 | WF |
Woori Financial Group Inc.
|
123,390 | $8,217,774 | |
| 6 | KB |
KB Financial Group Inc.
|
80,019 | $7,980,294 | |
| 7 | LYG |
Lloyds Banking Group plc
|
1,478,629 | $7,437,503 | |
| 8 | IBN |
Icici Bank Ltd
|
270,401 | $7,003,385 |
All Filings in SHG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,253,510 | 36,750 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,735,413 | 32,359 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,583,028 | 31,428 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,348,126 | 29,839 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,844,471 | 57,496 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,320,275 | 70,568 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,737,966 | 88,222 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,218,567 | 92,461 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,178,164 | 89,551 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,070,243 | 99,748 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,802,377 | 105,790 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,473,849 | 94,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,769,916 | 102,818 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,009,820 | 107,763 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,068,896 | 89,952 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,432,055 | 85,156 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,798,659 | 83,717 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,870,487 | 60,514 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,390,604 | 41,301 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $851,545 | 23,753 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $626,829 | 18,689 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $488,748 | 16,423 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $313,999 | 13,670 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $258,861 | 10,759 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||