Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FINANCIAL COUNSELORS INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

FINANCIAL COUNSELORS INC (CIK 949623) reported $70.9M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($53.6M, 75.71%), VEA ($5.8M, 8.16%), IJR ($2.7M, 3.80%), VWO ($1.8M, 2.51%), VBR ($1.7M, 2.45%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$53.6M75.71%82,131Added
2VEAVANGUARD FTSE DEVELOPED MARKET$5.8M8.16%90,225Trimmed
3IJRISHARES CORE S&P SMALL-CAP ETF$2.7M3.80%21,639Trimmed
4VWOVANGUARD FTSE EMERGING MARKETS$1.8M2.51%32,968Added
5VBRVANGUARD SMALL CAP VALUE ETF$1.7M2.45%7,999Trimmed
6IEMGISHARES CORE MSCI EMERGING MAR$1.7M2.39%24,328Trimmed
7VOOVANGUARD S&P 500 ETF$1.1M1.56%1,855Trimmed
8SPYSTATE STREET SPDR S&P 500 ETF$831,1351.17%1,278Hold
9RSPINVESCO EXCHANGE TRADED FD TR$537,3760.76%2,800Hold
10AAPLAPPLE INC$460,3750.65%1,814Trimmed
11QQQINVESCO QQQ TR UNIT SER 1$307,6370.43%533Hold
12MDYSTATE STR SPDR S&P MIDCAP 400$277,5420.39%450Trimmed
13VNQVANGUARD INDEX FDS$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31