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Equibles

Bragg Financial Advisors, Inc

Position in LOB — Live Oak Bancshares, Inc.

CIK 1327055 CHARLOTTE, NC
Back to LOB Full portfolio

Position in LOB

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,425,977
+$461,553 QoQ
Shares Held
59,402
0.0% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#59
of 240 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $96,644,560 across 10 Banks - Regional names. LOB ranks #5 (2.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SFBS
ServisFirst Bancshares, Inc.
 1,039,460 $45,086,577
2 AX
Axos Financial, Inc.
 377,229 $36,738,332
3 FSBC
Five Star Bancorp
 137,061 $6,673,500
4 TFC
Truist Financial Corp
 76,465 $3,809,486
5 LOB
Live Oak Bancshares, Inc.
This page 		59,402 $2,425,977
6 FITB
Fifth Third Bancorp
 9,231 $520,351
7 PNFP
Pinnacle Financial Partners, Inc.
 5,059 $510,351
8 PNC
Pnc Financial Services Group, Inc.
 1,424 $350,617

All Filings in LOB

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,425,977 59,402
2026-03-31 $1,964,424 59,402
2025-12-31 $2,040,458 59,402
2025-09-30 $2,092,138 59,402
2025-06-30 $1,770,179 59,402
2025-03-31 $1,583,657 59,402
2024-12-31 $2,349,349 59,402
2024-09-30 $2,813,872 59,402
2024-06-30 $2,292,994 65,402
2024-03-31 $2,714,837 65,402
2023-12-31 $3,249,928 71,427
2023-09-30 $2,066,798 71,392
2023-06-30 $1,878,323 71,392
2023-03-31 $1,844,735 75,697
2022-12-31 $2,454,625 81,279