Ethic Inc.

Position in V — Visa Inc.

CIK 1780570 NEW YORK, NY

Position in V

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$70,618,900

+$14,160,771 QoQ

Shares Held

205,832

+10.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#466

of 4,521 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

Ethic Inc. holds $172,793,640 across 10 Credit Services names. V ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	205,832	$70,618,900
2	MA	Mastercard Inc	96,299	$49,459,166
3	AXP	American Express Co	85,634	$28,965,700
4	COF	Capital One Financial Corp	80,924	$16,234,972
5	SYF	Synchrony Financial	41,952	$3,190,449
6	PYPL	PayPal Holdings, Inc.	51,706	$2,232,665
7	ALLY	Ally Financial Inc.	23,540	$1,081,663
8	AFRM	Affirm Holdings, Inc.	7,262	$592,216

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,618,900	205,832	+10.2%	Shares	Sole	2026-07-29
2026-03-31	$56,458,129	186,799	+2.9%	Shares	Sole	2026-04-27
2025-12-31	$63,654,566	181,502	+4.0%	Shares	Sole	2026-02-03
2025-09-30	$59,583,441	174,537	+1.4%	Shares	Sole	2025-10-17
2025-06-30	$61,109,430	172,115	+5.7%	Shares	Sole	2025-07-30
2025-03-31	$57,081,172	162,875	+3.5%	Shares	Sole	2025-05-13
2024-12-31	$49,734,266	157,367	+14.8%	Shares	Sole	2025-02-14
2024-09-30	$37,680,247	137,044	-8.2%	Shares	Sole	2024-11-13
2024-06-30	$39,166,035	149,221	+8.9%	Shares	Sole	2024-08-13
2024-03-31	$38,246,239	137,044	+9.2%	Shares	Sole	2024-05-13
2023-12-31	$32,670,800	125,488	+7.4%	Shares	Sole	2024-02-14
2023-09-30	$26,881,728	116,872	+9.2%	Shares	Sole	2023-11-14
2023-06-30	$25,415,822	107,023	+3.4%	Shares	Sole	2023-08-14
2023-03-31	$23,326,542	103,462	+33.2%	Shares	Sole	2023-05-12
2022-12-31	$16,141,082	77,691	+15.5%	Shares	Sole	2023-02-14
2022-09-30	$11,950,337	67,269	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$13,218,013	67,134	+82.3%	Shares	Sole	2022-08-10
2022-03-31	$8,165,571	36,820	+16.8%	Shares	Sole	2022-05-16
2021-12-31	$6,832,866	31,530	+6.6%	Shares	Sole	2022-02-14
2021-09-30	$6,589,613	29,583	+14.4%	Shares	Sole	2021-11-15
2021-06-30	$6,047,520	25,864	+0.5%	Shares	Sole	2021-08-10
2021-03-31	$5,450,565	25,743	+14.4%	Shares	Sole	2021-05-13
2020-12-31	$4,922,299	22,504	+20.6%	Shares	Sole	2021-02-10
2020-09-30	$3,731,440	18,660	+29.3%	Shares	Sole	2020-10-27
2020-06-30	$2,787,056	14,428	+15.1%	Shares	Sole	2020-08-12
2020-03-31	$2,019,155	12,532	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.