Foundations Investment Advisors, LLC
EndowmentPosition in BNS — Bank Of Nova Scotia
CIK 1743404
PHOENIX, AZ
Position in BNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,688,343
+$399,316 QoQ
Shares Held
19,442
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#230
of 531 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNS 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. BNS ranks #6 (1.1% 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
This page
|
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 BNS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,343 | 19,442 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,289,027 | 18,598 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,299,449 | 17,634 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $440,977 | 6,821 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||