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Livermore
Livermore
ZHEN

Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

SMFG holding history

Sumitomo Mitsui 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.

SMFG overviewAll 13F holders of SMFGFull Q2 2026 holdings

Shares (Q2 2026)
461,574
Value
$10.9M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SMFG by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026461,574$10.9M0.1%+59,829+14.9%AddedHolders
Q1 2026401,745$7.93M0.1%+16,722+4.3%AddedHolders
Q4 2025385,023$7.44M0.1%+8,054+2.1%AddedHolders
Q3 2025376,969$6.31M0.1%+19,072+5.3%AddedHolders
Q2 2025357,897$5.44M0.1%−34,776−8.9%ReducedHolders
Q1 2025392,673$5.92M0.1%−22,939−5.5%ReducedHolders
Q4 2024415,612$6.02M0.1%+46,640+12.6%AddedHolders
Q3 2024368,972$4.34M0.1%−82,149−18.2%ReducedHolders
Q2 2024451,121$6.05M0.1%+82,149+22.3%AddedHolders
Q1 2024368,972$4.34M0.1%+14,398+4.1%AddedHolders
Q4 2023354,574$3.43M0.1%+28,575+8.8%AddedHolders
Q3 2023325,999$3.21M0.1%+70,632+27.7%AddedHolders
Q2 2023255,367$2.20M0.1%+17,051+7.2%AddedHolders
Q1 2023238,316$1.91M0.1%+77,567+48.3%AddedHolders
Q4 2022160,749$1.29M0.1%+69,869+76.9%AddedHolders
Q3 202290,880$500.0K<0.1%+21,268+30.6%AddedHolders
Q2 202269,612$411.0K<0.1%+45,297+186.3%AddedHolders
Q1 202224,315$152.0K<0.1%−10,612−30.4%ReducedHolders
Q4 202134,927$237.0K<0.1%−110,006−75.9%ReducedHolders
Q3 2021144,933$1.02M0.1%−6,669−4.4%ReducedHolders
Q2 2021151,602$1.04M0.1%+93,142+159.3%AddedHolders
Q1 202158,460$424.0K0.1%––Holders

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