Position in TFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,096,657
+$2,632,431 QoQ
Shares Held
222,735
+21.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#262
of 1,685 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ethic Inc. holds $183,109,573 across 58 Banks - Regional names. TFC ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
92,712 | $22,827,548 | |
| 2 | USB |
US Bancorp De
|
282,109 | $17,039,383 | |
| 3 | FITB |
Fifth Third Bancorp
|
232,517 | $13,106,983 | |
| 4 | KB |
KB Financial Group Inc.
|
121,759 | $12,779,824 | |
| 5 | TFC |
Truist Financial Corp
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|
222,735 | $11,096,657 | |
| 6 | WF |
Woori Financial Group Inc.
|
181,303 | $10,406,792 | |
| 7 | IBN |
Icici Bank Ltd
|
306,325 | $8,892,614 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,439,559 | $8,392,628 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,096,657 | 222,735 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,464,226 | 184,125 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,570,167 | 174,155 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,004,840 | 175,084 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,381,082 | 171,693 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,179,029 | 174,460 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,053,718 | 162,603 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,194,341 | 168,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,532,705 | 168,152 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,556,825 | 168,210 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,239,147 | 168,991 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,079,127 | 142,577 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $554,706 | 18,277 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $997,152 | 29,242 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,256,828 | 98,927 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,777,520 | 40,825 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,059,391 | 85,587 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,995,893 | 88,111 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,077,597 | 69,643 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,485,393 | 59,427 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,667,552 | 48,064 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,815,268 | 31,126 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $755,616 | 15,765 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $502,716 | 13,212 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $435,692 | 11,603 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $462,260 | 14,989 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||