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Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Ethic Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
48,661
Value
$5.24M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,661$5.24M0.1%+8,578+21.4%AddedHolders
Q1 202640,083$3.61M0.1%+6,045+17.8%AddedHolders
Q4 202534,038$3.00M<0.1%+3,448+11.3%AddedHolders
Q3 202530,590$2.54M<0.1%−3,991−11.5%ReducedHolders
Q2 202534,581$2.74M<0.1%+3,528+11.4%AddedHolders
Q1 202531,053$2.64M0.1%−6,912−18.2%ReducedHolders
Q4 202437,965$2.94M0.1%−9,341−19.7%ReducedHolders
Q3 202447,306$4.08M0.1%+3,440+7.8%AddedHolders
Q2 202443,866$3.44M0.1%−3,440−7.3%ReducedHolders
Q1 202447,306$4.08M0.1%+692+1.5%AddedHolders
Q4 202346,614$3.67M0.1%+2,757+6.3%AddedHolders
Q3 202343,857$3.16M0.1%+3,165+7.8%AddedHolders
Q2 202340,692$3.09M0.1%+3,142+8.4%AddedHolders
Q1 202337,550$2.79M0.1%−148−0.4%ReducedHolders
Q4 202237,698$3.16M0.2%+8,004+27.0%AddedHolders
Q3 202229,694$2.14M0.1%−5,200−14.9%ReducedHolders
Q2 202234,894$2.33M0.2%+3,213+10.1%AddedHolders
Q1 202231,681$2.33M0.2%+3,583+12.8%AddedHolders
Q4 202128,098$2.03M0.2%+8,451+43.0%AddedHolders
Q3 202119,647$1.26M0.1%+2,662+15.7%AddedHolders
Q2 202116,985$1.07M0.1%+4,802+39.4%AddedHolders
Q1 202112,183$731.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.