Salem Investment Counselors
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Salem Investment Counselors’s Factset FDS Stock Holding History

Salem Investment Counselors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1
Closed -$231 – 660
2026
Q2 		$231 Hold
1
– – ﹤0.01% 1210
2026
Q1 		$217 Buy
+1
New +$233 ﹤0.01% 1204
2024
Q3 		– Sell
-32
Closed -$13.1K – 1202
2024
Q2 		$13.1K Hold
32
– – ﹤0.01% 800
2024
Q1 		$14.5K Hold
32
– – ﹤0.01% 769
2023
Q4 		$15.3K Sell
32
-14
-30% -$6.3K ﹤0.01% 739
2023
Q3 		$20.1K Hold
46
– – ﹤0.01% 671
2023
Q2 		$18.4K Hold
46
– – ﹤0.01% 709
2023
Q1 		$19.1K Hold
46
– – ﹤0.01% 694
2022
Q4 		$18.5K Hold
46
– – ﹤0.01% 672
2022
Q3 		$18K Hold
46
– – ﹤0.01% 654
2022
Q2 		$18K Hold
46
– – ﹤0.01% 676
2022
Q1 		$20K Sell
46
-12
-21% -$5.06K ﹤0.01% 647
2021
Q4 		$28K Buy
58
+26
+81% +$11.7K ﹤0.01% 655
2021
Q3 		$13K Hold
32
– – ﹤0.01% 724
2021
Q2 		$11K Hold
32
– – ﹤0.01% 701
2021
Q1 		$10K Hold
32
– – ﹤0.01% 674
2020
Q4 		$11K Buy
+32
New +$10.6K ﹤0.01% 640

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Salem Investment Counselors's FDS Position: Q3 2026 in Review

Salem Investment Counselors sold out of Factset (FDS) in Q3 2026, closing a stake of 1 share — an estimated $231 sold.

Salem Investment Counselors first reported a position in FDS in Q4 2020 and held it in 17 quarters. The position peaked at $28K in Q4 2021. 92 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Salem Investment Counselors reported no remaining Factset position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 1 Factset share in Q3 2026, an estimated $231.
  • Salem Investment Counselors first reported a position in Factset in Q4 2020 and held it in 17 quarters.
  • Salem Investment Counselors's Factset position peaked at $28K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.