Position in FSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,673,500
+$1,523,249 QoQ
Shares Held
137,061
+0.4% QoQ
Ownership
0.559%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#20
of 165 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $51,557,983 across 10 Banks - Regional names. FSBC ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
377,229 | $36,738,332 | |
| 2 | FSBC |
Five Star Bancorp
This page
|
137,061 | $6,673,500 | |
| 3 | TFC |
Truist Financial Corp
|
76,465 | $3,809,486 | |
| 4 | LOB |
Live Oak Bancshares, Inc.
|
59,402 | $2,425,977 | |
| 5 | FITB |
Fifth Third Bancorp
|
9,231 | $520,351 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,059 | $510,351 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,424 | $350,617 | |
| 8 | SSB |
SouthState Bank Corp
|
3,146 | $314,285 |
All Filings in FSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,673,500 | 137,061 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,150,251 | 136,539 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,685,375 | 103,001 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,278,378 | 101,813 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,883,196 | 101,023 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,978,637 | 71,174 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $762,390 | 25,337 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||