Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,605,678
+$2,075,470 QoQ
Shares Held
192,147
+4.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#64
of 763 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB 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. USB ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
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 USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,605,678 | 192,147 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,530,208 | 183,238 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,422,842 | 176,590 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,512,362 | 176,130 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $7,731,505 | 170,862 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,772,575 | 184,097 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,991,274 | 187,984 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||