Foundations Investment Advisors, LLC

Endowment

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1743404 PHOENIX, AZ

Position in PNC

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

Position Value

$424,729

+$69,104 QoQ

Shares Held

1,725

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,341

of 2,021 holders

Holding Since

Jun 2023

11 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. PNC ranks #10 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	2,930	$484,592

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,729	1,725	+0.9%	Shares	Sole	2026-08-14
2026-03-31	$355,625	1,709	-34.1%	Shares	Sole	2026-05-11
2025-12-31	$541,654	2,595	+21.3%	Shares	Sole	2026-02-10
2025-09-30	$429,990	2,140	-15.8%	Shares	Sole	2025-11-03
2025-06-30	$474,066	2,543	+32.9%	Shares	Sole	2025-08-08
2025-03-31	$336,248	1,913	+9.8%	Shares	Sole	2025-05-07
2024-12-31	$335,944	1,742	+12.8%	Shares	Sole	2025-01-22
2024-09-30	$285,408	1,544	+5.9%	Shares	Sole	2024-10-21
2024-06-30	$226,689	1,458	+2.7%	Shares	Sole	2024-08-02
2024-03-31	$229,310	1,419	-16.1%	Shares	Sole	2024-05-13
2023-06-30	$213,107	1,692	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.