Foundations Investment Advisors, LLC
EndowmentPosition in WFC — Wells Fargo & Company/Mn
CIK 1743404
PHOENIX, AZ
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,383,254
+$408,608 QoQ
Shares Held
28,839
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#943
of 2,853 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $160,238,936 across 10 Banks - Diversified names. WFC ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
226,670 | $74,195,887 | |
| 2 | C |
Citigroup Inc
|
529,688 | $74,135,130 | |
| 3 | BAC |
Bank Of America Corp /De/
|
62,489 | $3,560,622 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
28,839 | $2,383,254 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
19,525 | $1,856,632 | |
| 6 | BNS |
Bank Of Nova Scotia
|
19,442 | $1,688,343 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
9,996 | $1,445,521 | |
| 8 | RY |
Royal Bank Of Canada
|
2,175 | $450,159 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,383,254 | 28,839 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,974,646 | 24,804 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,575,302 | 27,632 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,890,365 | 34,483 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,512,861 | 43,845 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,744,962 | 38,236 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,747,641 | 24,881 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,213,574 | 21,483 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,205,854 | 20,304 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,683,506 | 29,046 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,496,632 | 30,407 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,240,272 | 54,828 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,522,139 | 35,664 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,505,404 | 40,273 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,484,870 | 35,962 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,048,696 | 26,074 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $627,777 | 16,027 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $545,223 | 11,251 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $461,999 | 9,629 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $228,012 | 4,913 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||