Foundations Investment Advisors, LLC
EndowmentPosition in BAC — Bank Of America Corp /De/
CIK 1743404
PHOENIX, AZ
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,560,622
+$231,778 QoQ
Shares Held
62,489
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,146
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $160,238,936 across 10 Banks - Diversified names. BAC ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
226,670 | $74,195,887 | |
| 2 | C |
Citigroup Inc
|
529,688 | $74,135,130 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
62,489 | $3,560,622 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,839 | $2,383,254 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
19,525 | $1,856,632 | |
| 6 | BNS |
Bank Of Nova Scotia
|
19,442 | $1,688,343 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
9,996 | $1,445,521 | |
| 8 | RY |
Royal Bank Of Canada
|
2,175 | $450,159 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,560,622 | 62,489 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,328,844 | 68,284 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,025,055 | 55,001 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,776,212 | 53,813 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,463,526 | 52,061 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,084,121 | 49,943 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,228,396 | 50,703 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,948,446 | 49,104 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,030,656 | 51,060 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,054,922 | 54,191 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,129,358 | 63,242 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,587,766 | 57,990 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,786,669 | 62,275 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,149,634 | 40,197 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $658,591 | 19,885 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $456,352 | 15,111 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $383,770 | 12,328 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $581,243 | 14,101 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,029,587 | 23,142 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $938,017 | 22,097 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $815,859 | 19,788 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $818,912 | 21,166 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $302,099 | 9,967 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $234,227 | 9,723 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $321,812 | 13,550 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $276,202 | 13,010 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||