Position in BN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$521,131
+$131,203 QoQ
Shares Held
12,236
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#551
of 931 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Foster Victor Wealth Advisors, LLC holds $17,035,422 across 5 Asset Management names. BN ranks #2 (3.1% of the industry book) .
All Filings in BN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,131 | 12,236 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $389,928 | 9,635 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $393,690 | 8,579 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $319,857 | 4,664 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $279,932 | 4,526 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $237,155 | 4,525 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||