Bragg Financial Advisors, Inc

Position in BAC — Bank Of America Corp /De/

CIK 1327055 CHARLOTTE, NC

Position in BAC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,968,631

-$292,264 QoQ

Shares Held

60,895

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Bragg Financial Advisors, Inc holds $60,702,162 across 6 Banks - Diversified names. BAC ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	99,368	$29,230,090
2	RY	Royal Bank Of Canada	98,555	$15,944,227
3	NTB	Bank of N.T. Butterfield & Son Ltd	155,538	$8,162,634
4	BNY	Bank of New York Mellon Corp	29,056	$3,446,913
5	BAC	Bank Of America Corp /De/ This page	60,895	$2,968,631
6	WFC	Wells Fargo & Company/Mn	11,929	$949,667

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,968,631	60,895	+2.7%	Shares	Sole	2026-05-15
2025-12-31	$3,260,895	59,289	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$3,018,530	58,510	-0.2%	Shares	Sole	2025-11-13
2025-06-30	$2,773,046	58,602	+8.5%	Shares	Sole	2025-08-14
2025-03-31	$2,253,336	53,998	+13.7%	Shares	Sole	2025-05-14
2024-12-31	$2,087,097	47,488	+5.8%	Shares	Sole	2025-02-13
2024-09-30	$1,780,798	44,879	+19.6%	Shares	Sole	2024-11-14
2024-06-30	$1,492,448	37,527	+4.6%	Shares	Sole	2024-08-15
2024-03-31	$1,359,849	35,861	-11.8%	Shares	Sole	2024-05-14
2023-12-31	$1,369,055	40,661	-9.2%	Shares	Sole	2024-02-14
2023-09-30	$1,225,583	44,762	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$1,304,735	45,477	+13.0%	Shares	Sole	2023-08-15
2023-03-31	$1,151,407	40,259	-6.7%	Shares	Sole	2023-05-15
2022-12-31	$1,429,691	43,167	+3.0%	Shares	Sole	2023-02-15
2022-09-30	$1,266,074	41,923	+19.3%	Shares	Sole	2022-11-14
2022-06-30	$1,093,970	35,142	+20.0%	Shares	Sole	2022-08-15
2022-03-31	$1,206,962	29,281	-0.6%	Shares	Sole	2022-05-11
2021-12-31	$1,309,919	29,443	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,249,855	29,443	-3.7%	Shares	Sole	2021-11-15
2021-06-30	$1,260,607	30,575	+17.9%	Shares	Sole	2021-08-16
2021-03-31	$1,003,193	25,929	+6.3%	Shares	Sole	2021-05-14
2020-12-31	$739,109	24,385	+1.5%	Shares	Sole	2021-02-11
2020-09-30	$578,665	24,021	+6.4%	Shares	Sole	2020-11-13
2020-06-30	$536,061	22,571	-1.7%	Shares	Sole	2020-08-14
2020-03-31	$487,674	22,971	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.