Foster Victor Wealth Advisors, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1769063
GREENVILLE, SC
Position in UBSI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,143,870
+$110,069 QoQ
Shares Held
24,959
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#29
of 129 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBSI 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. UBSI ranks #5 (2.8% 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
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|
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 UBSI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143,870 | 24,959 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,033,801 | 24,959 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $958,425 | 24,959 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $928,724 | 24,959 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $909,256 | 24,959 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $922,152 | 26,598 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $998,754 | 26,598 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $987,973 | 26,630 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $863,877 | 26,630 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $953,087 | 26,630 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $999,956 | 26,630 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,884,231 | 68,294 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,026,282 | 68,294 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||