Foster Victor Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1769063 GREENVILLE, SC

Position in BAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$14,453,204

+$13,864,256 QoQ

Shares Held

253,654

+1999.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#592

of 3,594 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Foster Victor Wealth Advisors, LLC holds $40,242,561 across 4 Banks - Diversified names. BAC ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	150,446	$21,056,422
2	BAC	Bank Of America Corp /De/ This page	253,654	$14,453,204
3	JPM	Jpmorgan Chase & Co	13,758	$4,503,406
4	RY	Royal Bank Of Canada	1,109	$229,529

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,453,204	253,654	+1999.6%	Shares	Sole	2026-07-22
2026-03-31	$588,948	12,081	+4.6%	Shares	Sole	2026-04-20
2025-12-31	$635,085	11,547	-1.0%	Shares	Sole	2026-01-26
2025-09-30	$601,745	11,664	+1.5%	Shares	Sole	2025-10-10
2025-06-30	$543,612	11,488	+3.1%	Shares	Sole	2025-07-15
2025-03-31	$464,913	11,141	-11.5%	Shares	Sole	2025-04-17
2024-12-31	$553,242	12,588	+3.9%	Shares	Sole	2025-01-23
2024-09-30	$480,842	12,118	-12.9%	Shares	Sole	2024-10-15
2024-06-30	$553,200	13,910	-8.3%	Shares	Sole	2024-07-18
2024-03-31	$575,132	15,167	-12.5%	Shares	Sole	2024-04-26
2023-12-31	$583,905	17,342	-5.4%	Shares	Sole	2024-01-19
2023-09-30	$501,738	18,325	-1.8%	Shares	Sole	2023-10-16
2023-06-30	$535,584	18,668	+3.1%	Shares	Sole	2023-07-17
2023-03-31	$518,060	18,114	+6.6%	Shares	Sole	2023-04-20
2022-12-31	$562,808	16,993	-1.8%	Shares	Sole	2023-01-27
2022-09-30	$522,429	17,299	+2.9%	Shares	Sole	2022-10-24
2022-06-30	$523,482	16,816	+0.3%	Shares	Sole	2022-07-19
2022-03-31	$691,176	16,768	-6.4%	Shares	Sole	2022-04-14
2021-12-31	$797,349	17,922	+36.3%	Shares	Sole	2022-01-19
2021-09-30	$558,005	13,145	+43.3%	Shares	Sole	2021-10-08
2021-06-30	$378,120	9,171	+0.6%	Shares	Sole	2021-07-29
2021-03-31	$352,620	9,114	-13.7%	Shares	Sole	2021-04-23
2020-12-31	$320,194	10,564	+5.0%	Shares	Sole	2021-02-08
2020-09-30	$242,465	10,065	+1.3%	Shares	Sole	2020-10-26
2020-06-30	$235,932	9,934	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.