Foundations Investment Advisors, LLC
EndowmentPosition in BCS — Barclays PLC
CIK 1743404
PHOENIX, AZ
Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$271,178
New position
Shares Held
10,096
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 554 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $160,238,936 across 10 Banks - Diversified names. BCS ranks #9 (0.2% 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/
|
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 BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,178 | 10,096 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||