Foundations Investment Advisors, LLC
EndowmentPosition in NIC — Nicolet Bankshares Inc
CIK 1743404
PHOENIX, AZ
Position in NIC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$484,592
+$49,136 QoQ
Shares Held
2,930
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 249 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $11,022,033 across 15 Banks - Regional names. NIC ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
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
This page
|
2,930 | $484,592 |
All Filings in NIC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,592 | 2,930 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $435,456 | 2,930 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $359,411 | 2,963 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $403,500 | 3,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $370,440 | 3,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $326,880 | 3,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $314,730 | 3,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $286,890 | 3,000 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $249,120 | 3,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $257,970 | 3,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $241,440 | 3,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $209,340 | 3,000 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $203,730 | 3,000 | Shares | Sole | 2023-07-19 | |
| 2022-12-31 | $239,370 | 3,000 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $211,320 | 3,000 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $217,020 | 3,000 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $280,710 | 3,000 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||