Foster Victor Wealth Advisors, LLC
Position in SFST — Southern First Bancshares Inc
CIK 1769063
GREENVILLE, SC
Position in SFST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$610,511
+$95,323 QoQ
Shares Held
9,992
+5.7% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#5
of 26 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFST 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. SFST ranks #9 (1.5% 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
|
23,755 | $689,607 | |
| 8 | HDB |
Hdfc Bank Ltd
|
24,041 | $620,979 |
All Filings in SFST
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,511 | 9,992 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $515,188 | 9,453 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $478,826 | 9,294 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $443,141 | 10,044 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $391,214 | 10,287 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $338,648 | 10,287 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $383,826 | 9,656 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $350,853 | 10,295 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $291,902 | 9,983 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $265,799 | 8,369 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $299,022 | 6,536 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $288,953 | 6,936 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $291,878 | 6,696 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $329,544 | 6,482 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $282,204 | 4,516 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $204,156 | 3,816 | Shares | Sole | 2021-10-08 | |
| No filing history on record for this holder in this stock. | ||||||