Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,281,376
+$805,133 QoQ
Shares Held
30,590
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#790
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $149,972,003 across 12 Banks - Diversified names. C ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
242,447 | $79,360,176 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,122,942 | $63,985,235 | |
| 3 | C |
Citigroup Inc
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|
30,590 | $4,281,376 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,359 | $1,186,627 | |
| 5 | RY |
Royal Bank Of Canada
|
5,167 | $1,069,413 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
374 | $43,010 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
787 | $15,653 | |
| 8 | UBS |
UBS Group AG
|
270 | $13,381 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,281,376 | 30,590 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,476,243 | 30,652 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,481,679 | 29,837 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,104,580 | 30,587 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,661,532 | 31,268 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,283,961 | 32,173 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,434,086 | 34,580 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,233,255 | 35,675 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,385,905 | 37,597 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,476,731 | 39,164 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,143,401 | 41,668 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,034,289 | 49,460 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $2,428,241 | 52,742 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,536,420 | 54,093 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,384,696 | 74,833 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,255,677 | 78,130 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,878,560 | 62,591 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $3,351,170 | 62,756 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,265,226 | 54,069 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,946,075 | 70,477 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,940,755 | 69,834 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,973,844 | 68,369 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,030,531 | 81,585 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $6,656,313 | 154,403 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,517,961 | 166,692 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,983,790 | 165,807 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||