SALEM INVESTMENT COUNSELORS INC
Position in LOB — Live Oak Bancshares, Inc.
CIK 884423
WINSTON-SALEM, NC
Position in LOB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,303,204
+$39,765 QoQ
Shares Held
31,910
-16.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4
of 12 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30.319649012848636.ToString("F0")%
Shared 0.ToString("F0")%
None 69.68035098715136.ToString("F0")%
Common Shares in LOB 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. LOB ranks #5 (2.6% of the industry book) .
| # | 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.
This page
|
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 LOB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,204 | 31,910 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,263,439 | 38,205 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,312,341 | 38,205 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,387,491 | 39,395 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,357,986 | 45,570 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,272,481 | 47,730 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,638,973 | 66,725 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,138,243 | 87,360 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,220,611 | 91,860 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $5,189,372 | 125,015 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $6,792,695 | 149,290 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,861,139 | 167,915 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $4,304,447 | 163,605 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,426,538 | 304,741 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,390,086 | 310,930 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,271,349 | 335,665 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,891,448 | 262,362 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $2,544 | 50 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,474 | 120 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,635 | 120 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,080 | 120 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $13,013 | 190 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,390 | 240 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $7,472 | 295 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,670 | 1,080 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $383,888 | 30,785 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||