SALEM INVESTMENT COUNSELORS INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 884423
WINSTON-SALEM, NC
Position in LPLA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$563
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#749
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $15,578,927 across 15 Capital Markets names. LPLA ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,558 | $6,632,564 | |
| 2 | MS |
Morgan Stanley
|
31,273 | $6,537,307 | |
| 3 | SCHW |
Schwab Charles Corp
|
24,931 | $2,300,383 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
300 | $30,084 | |
| 5 | EVR |
Evercore Inc.
|
75 | $25,608 | |
| 6 | SF |
Stifel Financial Corp
|
225 | $15,698 | |
| 7 | PIPR |
Piper Sandler Companies
|
208 | $15,046 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
225 | $14,091 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563 | 2 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||