Position in HAPN
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$8,234
-$500 QoQ
Shares Held
575
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $50,057,772 across 34 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
2,108,268 | $28,166,460 | |
| 2 | TFC |
Truist Financial Corp
|
151,238 | $7,534,677 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
21,577 | $5,312,688 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
218,027 | $3,865,618 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
31,910 | $1,303,204 | |
| 6 | SSB |
SouthState Bank Corp
|
11,447 | $1,143,555 | |
| 7 | FNB |
Fnb Corp/Pa/
|
34,486 | $657,992 | |
| 8 | USB |
US Bancorp De
|
7,460 | $450,584 |
All Filings in HAPN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,234 | 575 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $8,734 | 575 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $6,917 | 575 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $5,934 | 575 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,309 | 575 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,572 | 575 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,979 | 825 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $7,251 | 825 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,210 | 825 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,032 | 825 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $8,043 | 825 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,948 | 825 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,260 | 825 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,116 | 825 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,644 | 825 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $13,018 | 825 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,948 | 825 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $23,298 | 825 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||