Foundations Investment Advisors, LLC
EndowmentPosition in C — Citigroup Inc
CIK 1743404
PHOENIX, AZ
Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,135,130
+$4,091,415 QoQ
Shares Held
529,688
-14.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#213
of 2,617 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C 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. C ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
226,670 | $74,195,887 | |
| 2 | C |
Citigroup Inc
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|
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 C
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,135,130 | 529,688 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $70,043,715 | 617,615 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $65,640,223 | 562,518 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $51,430,557 | 506,705 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $39,329,609 | 462,049 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $27,280,746 | 384,290 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $22,501,500 | 319,669 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $16,367,709 | 261,465 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $14,548,522 | 229,255 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,922,461 | 204,340 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,829,007 | 171,637 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,982,523 | 145,454 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,982,494 | 108,221 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,623,893 | 77,285 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,564,224 | 56,693 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $826,774 | 19,841 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $231,743 | 5,039 | Shares | Sole | 2022-07-08 | |
| No filing history on record for this holder in this stock. | ||||||