Bragg Financial Advisors, Inc

Position in MS — Morgan Stanley

CIK 1327055 CHARLOTTE, NC

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$491,662

+$93,897 QoQ

Shares Held

2,352

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,799

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $3,269,192 across 3 Capital Markets names. MS ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,045	$2,068,251
2	SCHW	Schwab Charles Corp	7,687	$709,279
3	MS	Morgan Stanley This page	2,352	$491,662

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,662	2,352	-2.7%	Shares	Sole	2026-08-12
2026-03-31	$397,765	2,417	+2.8%	Shares	Sole	2026-05-15
2025-12-31	$417,550	2,352	-5.1%	Shares	Sole	2026-02-13
2025-09-30	$393,902	2,478	-2.9%	Shares	Sole	2025-11-13
2025-06-30	$359,615	2,553	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$302,525	2,593	+0.1%	Shares	Sole	2025-05-14
2024-12-31	$325,740	2,591	+2.8%	Shares	Sole	2025-02-13
2024-09-30	$262,789	2,521	0.0%	Shares	Sole	2024-11-14
2024-06-30	$245,015	2,521	0.0%	Shares	Sole	2024-08-15
2024-03-31	$237,377	2,521	0.0%	Shares	Sole	2024-05-14
2023-12-31	$235,083	2,521	-10.6%	Shares	Sole	2024-02-14
2023-09-30	$230,391	2,821	0.0%	Shares	Sole	2023-11-14
2023-06-30	$240,913	2,821	-11.5%	Shares	Sole	2023-08-15
2023-03-31	$279,818	3,187	0.0%	Shares	Sole	2023-05-15
2022-12-31	$270,958	3,187	-0.3%	Shares	Sole	2023-02-15
2022-09-30	$252,436	3,195	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$246,966	3,247	-2.5%	Shares	Sole	2022-08-15
2022-03-31	$290,954	3,329	0.0%	Shares	Sole	2022-05-11
2021-12-31	$326,774	3,329	0.0%	Shares	Sole	2022-02-14
2021-09-30	$323,944	3,329	0.0%	Shares	Sole	2021-11-15
2021-06-30	$305,236	3,329	+19.5%	Shares	Sole	2021-08-16
2021-03-31	$216,283	2,785	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.