Foundations Investment Advisors, LLC
EndowmentPosition in USB — US Bancorp De
CIK 1743404
PHOENIX, AZ
Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,022,149
+$280,695 QoQ
Shares Held
16,923
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#953
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB 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. USB ranks #5 (9.3% 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
This page
|
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 USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,149 | 16,923 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $741,454 | 14,256 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $758,459 | 14,214 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $672,656 | 13,918 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $662,776 | 14,647 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $571,194 | 13,529 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $735,577 | 15,379 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $566,411 | 12,386 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $431,419 | 10,867 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $465,952 | 10,424 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $406,096 | 9,383 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $344,485 | 10,420 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $371,865 | 11,255 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $385,230 | 10,686 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $526,896 | 12,082 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $378,524 | 9,388 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $374,234 | 8,132 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $411,593 | 7,744 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $446,944 | 7,957 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $432,604 | 7,278 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $417,476 | 7,328 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $356,417 | 6,444 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $849,102 | 18,225 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,104,968 | 30,822 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $1,602,627 | 43,526 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,598,514 | 46,401 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||