Foster Victor Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1769063 GREENVILLE, SC

Position in C

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

Position Value

$21,056,422

+$4,316,426 QoQ

Shares Held

150,446

+1.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#407

of 2,621 holders

Holding Since

Sep 2025

4 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. C ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	150,446	$21,056,422
2	BAC	Bank Of America Corp /De/	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

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,056,422	150,446	+1.9%	Shares	Sole	2026-07-22
2026-03-31	$16,739,996	147,606	+3.2%	Shares	Sole	2026-04-20
2025-12-31	$16,683,402	142,972	+3.5%	Shares	Sole	2026-01-26
2025-09-30	$14,015,526	138,084	—	Shares	Sole	2025-10-10
No filing history on record for this holder in this stock.