Ethic Inc.

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1780570 NEW YORK, NY

Position in SMFG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$7,934,463

+$491,969 QoQ

Shares Held

401,745

+4.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88.43196555028688.ToString("F0")% Shared 0.ToString("F0")% None 11.568034449713128.ToString("F0")%

Financial Services · as of Mar 31, 2026

Ethic Inc. holds $147,889,673 across 17 Banks - Diversified names. SMFG ranks #7 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	401,745	$7,934,463
8	WFC	Wells Fargo & Company/Mn	71,884	$5,722,685

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,934,463	401,745	+4.3%	Shares	Sole	2026-04-27
2025-12-31	$7,442,494	385,023	+2.1%	Shares	Sole	2026-02-03
2025-09-30	$6,310,461	376,969	+5.3%	Shares	Sole	2025-10-17
2025-06-30	$5,407,823	357,897	-8.9%	Shares	Sole	2025-07-30
2025-03-31	$6,070,724	392,673	-5.5%	Shares	Sole	2025-05-13
2024-12-31	$6,022,217	415,612	+12.6%	Shares	Sole	2025-02-14
2024-09-30	$4,660,116	368,972	-18.2%	Shares	Sole	2024-11-13
2024-06-30	$6,049,532	451,121	+22.3%	Shares	Sole	2024-08-13
2024-03-31	$4,342,800	368,972	+4.1%	Shares	Sole	2024-05-13
2023-12-31	$3,432,276	354,574	+8.8%	Shares	Sole	2024-02-14
2023-09-30	$3,211,090	325,999	+27.7%	Shares	Sole	2023-11-14
2023-06-30	$2,196,156	255,367	+7.2%	Shares	Sole	2023-08-14
2023-03-31	$1,906,528	238,316	+48.3%	Shares	Sole	2023-05-12
2022-12-31	$1,289,206	160,749	+76.9%	Shares	Sole	2023-02-14
2022-09-30	$499,840	90,880	+30.6%	Shares	Sole	2022-11-14
2022-06-30	$410,710	69,612	+186.3%	Shares	Sole	2022-08-10
2022-03-31	$152,455	24,315	-30.4%	Shares	Sole	2022-05-16
2021-12-31	$237,154	34,927	-75.9%	Shares	Sole	2022-02-14
2021-09-30	$1,015,980	144,933	-4.4%	Shares	Sole	2021-11-15
2021-06-30	$1,044,537	151,602	+159.3%	Shares	Sole	2021-08-10
2021-03-31	$423,835	58,460	+3.0%	Shares	Sole	2021-05-13
2020-12-31	$350,264	56,769	+62.0%	Shares	Sole	2021-02-10
2020-09-30	$195,856	35,037	+45.1%	Shares	Sole	2020-10-27
2020-06-30	$135,672	24,141	-12.4%	Shares	Sole	2020-08-12
2020-03-31	$132,065	27,571	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.