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Equibles

Bragg Financial Advisors, Inc

Position in BNY — Bank of New York Mellon Corp

CIK 1327055 CHARLOTTE, NC
Back to BNY Full portfolio

Position in BNY

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,148,427
+$701,514 QoQ
Shares Held
28,687
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#530
of 1,881 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 51% Shared 0% None 49%

Common Shares in BNY 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. BNY ranks #4 (4.9% 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
This page 		28,687 $4,148,427
5 BAC
Bank Of America Corp /De/
 61,659 $3,513,329
6 WFC
Wells Fargo & Company/Mn
 11,695 $966,474

All Filings in BNY

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,148,427 28,687
2026-03-31 $3,446,913 29,056
2025-12-31 $3,425,931 29,511
2025-09-30 $3,402,929 31,231
2025-06-30 $2,966,997 32,565
2025-03-31 $2,784,735 33,203
2024-12-31 $2,617,905 34,074
2024-09-30 $2,579,702 35,899
2024-06-30 $2,310,077 38,572
2024-03-31 $2,358,905 40,939
2023-12-31 $2,406,323 46,231
2023-09-30 $2,220,231 52,057
2023-06-30 $2,759,216 61,977
2023-03-31 $3,468,298 76,327
2022-12-31 $3,613,650 79,386
2022-09-30 $3,339,144 86,686
2022-06-30 $4,748,016 113,834
2022-03-31 $5,559,552 112,020
2021-12-31 $5,937,866 102,236
2021-09-30 $5,299,914 102,236
2021-06-30 $5,277,919 103,024
2021-03-31 $4,635,271 98,018
2020-12-31 $3,984,097 93,876
2020-09-30 $3,371,157 98,170
2020-06-30 $3,991,076 103,262
2020-03-31 $3,667,280 108,886