Foundations Investment Advisors, LLC

Endowment

Position in MTB — M&T Bank Corp

CIK 1743404 PHOENIX, AZ

Position in MTB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,875,994

+$143,681 QoQ

Shares Held

7,882

-5.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#375

of 1,144 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $11,022,033 across 15 Banks - Regional names. MTB ranks #1 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp This page	7,882	$1,875,994
2	WBS	Webster Financial Corp	21,157	$1,616,817
3	TFC	Truist Financial Corp	29,091	$1,449,313
4	FITB	Fifth Third Bancorp	18,647	$1,051,131
5	USB	US Bancorp De	16,923	$1,022,149
6	SSB	SouthState Bank Corp	7,529	$752,147
7	CFG	Citizens Financial Group Inc/Ri	9,783	$685,494
8	NIC	Nicolet Bankshares Inc	2,930	$484,592

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,875,994	7,882	-5.9%	Shares	Sole	2026-08-14
2026-03-31	$1,732,313	8,380	-33.6%	Shares	Sole	2026-05-11
2025-12-31	$2,542,274	12,618	+1078.2%	Shares	Sole	2026-02-10
2025-09-30	$211,651	1,071	-55.4%	Shares	Sole	2025-11-03
2025-06-30	$465,382	2,399	+5.7%	Shares	Sole	2025-08-08
2025-03-31	$405,583	2,269	-3.4%	Shares	Sole	2025-05-07
2024-12-31	$441,823	2,350	+8.4%	Shares	Sole	2025-01-22
2024-09-30	$385,986	2,167	+14.8%	Shares	Sole	2024-10-21
2024-06-30	$285,616	1,887	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.