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Equibles

Bragg Financial Advisors, Inc

Position in BAC — Bank Of America Corp /De/

CIK 1327055 CHARLOTTE, NC
Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,513,329
+$544,698 QoQ
Shares Held
61,659
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,152
of 3,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $84,085,158 across 6 Banks - Diversified names. BAC ranks #5 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
 101,376 $33,183,406
2 NTB
Bank of N.T. Butterfield & Son Ltd
 370,899 $22,068,490
3 RY
Royal Bank Of Canada
 97,623 $20,205,032
4 BNY
Bank of New York Mellon Corp
 28,687 $4,148,427
5 BAC
Bank Of America Corp /De/
This page 		61,659 $3,513,329
6 WFC
Wells Fargo & Company/Mn
 11,695 $966,474

All Filings in BAC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,513,329 61,659
2026-03-31 $2,968,631 60,895
2025-12-31 $3,260,895 59,289
2025-09-30 $3,018,530 58,510
2025-06-30 $2,773,046 58,602
2025-03-31 $2,253,336 53,998
2024-12-31 $2,087,097 47,488
2024-09-30 $1,780,798 44,879
2024-06-30 $1,492,448 37,527
2024-03-31 $1,359,849 35,861
2023-12-31 $1,369,055 40,661
2023-09-30 $1,225,583 44,762
2023-06-30 $1,304,735 45,477
2023-03-31 $1,151,407 40,259
2022-12-31 $1,429,691 43,167
2022-09-30 $1,266,074 41,923
2022-06-30 $1,093,970 35,142
2022-03-31 $1,206,962 29,281
2021-12-31 $1,309,919 29,443
2021-09-30 $1,249,855 29,443
2021-06-30 $1,260,607 30,575
2021-03-31 $1,003,193 25,929
2020-12-31 $739,109 24,385
2020-09-30 $578,665 24,021
2020-06-30 $536,061 22,571
2020-03-31 $487,674 22,971