Position in IBN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$689,607
+$213,565 QoQ
Shares Held
23,755
+29.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#57
of 143 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Foster Victor Wealth Advisors, LLC holds $41,526,638 across 13 Banks - Regional names. IBN ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
192,147 | $11,605,678 | |
| 2 | RF |
Regions Financial Corp
|
372,071 | $11,236,544 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
596,149 | $10,569,721 | |
| 4 | TFC |
Truist Financial Corp
|
58,762 | $2,927,522 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
24,959 | $1,143,870 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
2,887 | $710,837 | |
| 7 | IBN |
Icici Bank Ltd
This page
|
23,755 | $689,607 | |
| 8 | HDB |
Hdfc Bank Ltd
|
24,041 | $620,979 |
All Filings in IBN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,607 | 23,755 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $476,042 | 18,380 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $413,475 | 13,875 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $218,351 | 7,223 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $206,953 | 6,152 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||