Foster Victor Wealth Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 1769063
GREENVILLE, SC
Position in TFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,927,522
+$180,034 QoQ
Shares Held
58,762
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#110
of 599 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC 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. TFC ranks #4 (7.0% 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
This page
|
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 TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,927,522 | 58,762 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,747,488 | 59,767 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,947,383 | 59,894 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,970,245 | 64,966 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,669,120 | 62,087 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,544,921 | 61,845 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,688,388 | 61,973 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,649,601 | 61,950 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,406,524 | 61,944 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,417,851 | 62,028 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,197,995 | 59,534 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $753,844 | 26,349 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $9,760,590 | 321,601 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $9,017,097 | 264,431 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,954,052 | 184,849 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $7,292,166 | 167,482 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,377,072 | 155,536 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,994,228 | 123,355 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $6,345,531 | 108,378 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,492,983 | 93,657 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,318,510 | 77,811 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,041,459 | 69,298 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,221,854 | 67,220 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,196,999 | 84,021 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,990,444 | 79,639 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,367,278 | 76,760 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||