Foundations Investment Advisors, LLC
EndowmentPosition in WBS — Webster Financial Corp
CIK 1743404
PHOENIX, AZ
Position in WBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,616,817
+$159,900 QoQ
Shares Held
21,157
+0.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#223
of 536 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBS 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. WBS ranks #2 (14.7% 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
This page
|
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 |
All Filings in WBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,616,817 | 21,157 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,456,917 | 20,987 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,032,278 | 16,401 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $968,158 | 16,288 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $883,974 | 16,190 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||