Bragg Financial Advisors, Inc
Position in BNY — Bank of New York Mellon Corp
CIK 1327055
CHARLOTTE, NC
Position in BNY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,446,913
+$20,982 QoQ
Shares Held
29,056
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 49.90363436123348.ToString("F0")%
Shared 0.ToString("F0")%
None 50.096365638766514.ToString("F0")%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $60,702,162 across 6 Banks - Diversified names. BNY ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
This page
|
29,056 | $3,446,913 | |
| 5 | BAC |
Bank Of America Corp /De/
|
60,895 | $2,968,631 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
11,929 | $949,667 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,446,913 | 29,056 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,425,931 | 29,511 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,402,929 | 31,231 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,966,997 | 32,565 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,784,735 | 33,203 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,617,905 | 34,074 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,579,702 | 35,899 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,310,077 | 38,572 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,358,905 | 40,939 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,406,323 | 46,231 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,220,231 | 52,057 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,759,216 | 61,977 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,468,298 | 76,327 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,613,650 | 79,386 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,339,144 | 86,686 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,748,016 | 113,834 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,559,552 | 112,020 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,937,866 | 102,236 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,299,914 | 102,236 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,277,919 | 103,024 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,635,271 | 98,018 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,984,097 | 93,876 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,371,157 | 98,170 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,991,076 | 103,262 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,667,280 | 108,886 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||