Foundations Investment Advisors, LLC
EndowmentPosition in BNY — Bank of New York Mellon Corp
CIK 1743404
PHOENIX, AZ
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,445,521
+$320,553 QoQ
Shares Held
9,996
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#804
of 1,868 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY 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. BNY ranks #7 (0.9% 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
This page
|
9,996 | $1,445,521 | |
| 8 | RY |
Royal Bank Of Canada
|
2,175 | $450,159 |
All Filings in BNY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445,521 | 9,996 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,124,968 | 9,483 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $992,105 | 8,546 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,033,485 | 9,485 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $792,474 | 8,698 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $757,681 | 9,034 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $691,009 | 8,994 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $668,441 | 9,302 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $502,656 | 8,393 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $469,142 | 8,142 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $485,574 | 9,329 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $372,291 | 8,729 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $666,998 | 14,982 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $889,124 | 19,567 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $900,522 | 19,783 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $553,609 | 14,372 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $320,666 | 7,688 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $358,378 | 7,221 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $424,739 | 7,313 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $368,841 | 7,115 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $356,458 | 6,958 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||