Bragg Financial Advisors, Inc
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1327055
CHARLOTTE, NC
Position in PNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$296,320
-$13,644 QoQ
Shares Held
1,424
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PNC 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. PNC ranks #8 (0.4% 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.
|
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.
This page
|
1,424 | $296,320 |
All Filings in PNC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,320 | 1,424 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $309,964 | 1,485 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $298,381 | 1,485 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $271,054 | 1,454 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $257,854 | 1,467 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $280,982 | 1,457 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $272,099 | 1,472 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $224,979 | 1,447 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $234,643 | 1,452 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $224,067 | 1,447 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $223,564 | 1,821 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $229,354 | 1,821 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $264,368 | 2,080 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $334,043 | 2,115 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $321,402 | 2,151 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $339,363 | 2,151 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $410,032 | 2,223 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $450,167 | 2,245 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $439,211 | 2,245 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $427,302 | 2,240 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $392,918 | 2,240 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $270,882 | 1,818 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||