Position in LOB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,964,424
-$76,034 QoQ
Shares Held
59,402
0.0% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $74,844,401 across 9 Banks - Regional names. LOB ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
440,834 | $32,105,940 | |
| 2 | AX |
Axos Financial, Inc.
|
355,868 | $30,280,808 | |
| 3 | FSBC |
Five Star Bancorp
|
136,539 | $5,150,251 | |
| 4 | TFC |
Truist Financial Corp
|
84,186 | $3,870,030 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
This page
|
59,402 | $1,964,424 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,681 | $449,779 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,059 | $435,782 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,424 | $296,320 |
All Filings in LOB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,964,424 | 59,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,040,458 | 59,402 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,092,138 | 59,402 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,770,179 | 59,402 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,583,657 | 59,402 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,349,349 | 59,402 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,813,872 | 59,402 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,292,994 | 65,402 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,714,837 | 65,402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,249,928 | 71,427 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,066,798 | 71,392 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,878,323 | 71,392 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,844,735 | 75,697 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,454,625 | 81,279 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||