Foster Victor Wealth Advisors, LLC

Position in BLK — BlackRock, Inc.

CIK 1769063 GREENVILLE, SC

Position in BLK

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

Position Value

$325,007

-$27,940 QoQ

Shares Held

338

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,702

of 2,272 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Foster Victor Wealth Advisors, LLC holds $17,035,422 across 5 Asset Management names. BLK ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OWL	Blue Owl Capital Inc.	1,766,585	$15,457,618
2	BN	BROOKFIELD Corp /ON/	12,236	$521,131
3	BCSF	Bain Capital Specialty Finance, Inc.	31,278	$391,600
4	BX	Blackstone Inc.	2,890	$340,066
5	BLK	BlackRock, Inc. This page	338	$325,007

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,007	338	-7.9%	Shares	Sole	2026-07-22
2026-03-31	$352,947	367	+7.0%	Shares	Sole	2026-04-20
2025-12-31	$367,126	343	+0.9%	Shares	Sole	2026-01-26
2025-09-30	$396,395	340	-2.9%	Shares	Sole	2025-10-10
2025-06-30	$367,237	350	+1.4%	Shares	Sole	2025-07-15
2025-03-31	$326,535	345	+0.3%	Shares	Sole	2025-04-17
2024-12-31	$352,637	344	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.