Foundations Investment Advisors, LLC
EndowmentPosition in TFC — Truist Financial Corp
CIK 1743404
PHOENIX, AZ
Position in TFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,449,313
+$8,706 QoQ
Shares Held
29,091
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#638
of 1,678 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC 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. TFC ranks #3 (13.1% 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
This page
|
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 |
All Filings in TFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,313 | 29,091 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,440,607 | 31,338 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,560,941 | 31,720 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,519,961 | 33,245 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,728,155 | 40,199 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,697,890 | 41,261 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,795,107 | 41,381 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,364,277 | 31,898 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,186,712 | 30,546 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,201,597 | 30,826 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,142,304 | 30,940 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $791,123 | 27,652 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $933,292 | 30,751 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $900,751 | 26,415 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $856,081 | 19,895 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $317,624 | 7,295 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $228,090 | 4,809 | Shares | Sole | 2022-07-08 | |
| No filing history on record for this holder in this stock. | ||||||