SEC 13F Intelligence

Founders Financial Alliance, LLC / MSFT

Founders Financial Alliance, LLC’s Microsoft Corp Position

Does Founders Financial Alliance, LLC own Microsoft Corp (MSFT)? Yes34.3K shares worth $13M (+2.29% of its 13F portfolio) as of Q1 2026, up from 34.1K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
34.3K
% of Portfolio
+2.29%
Quarters Held
23
currently held

Position History MSFT

Reported value by quarter
Q3 ’20: $5MQ3 ’20Q4 ’20: $6MQ1 ’21: $7MQ2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $10MQ1 ’22: $9MQ1 ’22Q2 ’22: $7MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $10MQ3 ’23: $10MQ3 ’23Q4 ’23: $12MQ1 ’24: $13MQ2 ’24: $14MQ2 ’24Q3 ’24: $13MQ4 ’24: $13MQ1 ’25: $13MQ1 ’25Q2 ’25: $17MQ3 ’25: $18MQ4 ’25: $17MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.3K$13M+2.29%
Q4 202534.1K$17M+3.12%
Q3 202533.9K$18M+3.31%
Q2 202533.8K$17M+3.83%
Q1 202533.5K$13M+3.05%
Q4 202431.4K$13M+3.64%
Q3 202431.1K$13M+3.73%
Q2 202430.7K$14M+4.07%
Q1 202430.0K$13M+3.80%
Q4 202331.1K$12M+4.54%
Q3 202330.5K$10M+4.21%
Q2 202330.7K$10M+4.11%
Q1 202324.3K$7M+3.49%
Q4 202227.5K$7M+3.03%
Q3 202227.8K$6M+3.30%
Q2 202227.3K$7M+3.56%
Q1 202227.7K$9M+3.80%
Q4 202129.0K$10M+3.92%
Q3 202127.7K$8M+3.65%
Q2 202128.4K$8M+3.50%
Q1 202127.4K$7M+3.27%
Q4 202027.2K$6M+3.42%
Q3 202025.1K$5M+3.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Founders Financial Alliance, LLC’s full portfolio or all institutional holders of MSFT.