Salem Investment Counselors’s Workiva WK Stock Holding History

Salem Investment Counselors’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$971	Hold	20	–	–	﹤0.01%	1157
2026 Q1	$1.19K	Buy	+20	New	+$1.4K	﹤0.01%	1117
2025 Q4	–	Sell	-20	Closed	-$1.72K	–	1151
2025 Q3	$1.72K	Hold	20	–	–	﹤0.01%	1083
2025 Q2	$1.37K	Sell	20 -15	-43%	-$1.03K	﹤0.01%	1072
2025 Q1	$2.66K	Hold	35	–	–	﹤0.01%	1000
2024 Q4	$3.83K	Hold	35	–	–	﹤0.01%	954
2024 Q3	$2.77K	Buy	35 +20	+133%	+$1.5K	﹤0.01%	995
2024 Q2	$1.09K	Hold	15	–	–	﹤0.01%	1072
2024 Q1	$1.27K	Buy	+15	New	+$1.35K	﹤0.01%	1065

Other funds holding WK

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $90.5M AUM 26.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Salem Investment Counselors's WK Position: Q2 2026 in Review

Salem Investment Counselors held its Workiva (WK) position steady in Q2 2026 at 20 shares worth $971. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Salem Investment Counselors first reported a position in WK in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.83K in Q4 2024. 59 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Salem Investment Counselors held 20 shares of Workiva worth $971 as of Q2 2026.
Salem Investment Counselors left its Workiva share count unchanged in Q2 2026.
Workiva made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1157 holding.
Salem Investment Counselors first reported a position in Workiva in Q1 2024 and has held it in 9 quarters since.
Salem Investment Counselors's Workiva position peaked at $3.83K in Q4 2024.
59 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.