Bragg Financial Advisors, Inc
Position in SFBS — ServisFirst Bancshares, Inc.
CIK 1327055
CHARLOTTE, NC
Position in SFBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,105,940
+$1,926,789 QoQ
Shares Held
440,834
+4.9% QoQ
Ownership
0.806%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.81551332247513.ToString("F0")%
Shared 0.ToString("F0")%
None 8.184486677524873.ToString("F0")%
Common Shares in SFBS 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. SFBS ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
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.
|
1,424 | $296,320 |
All Filings in SFBS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,105,940 | 440,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,179,151 | 420,381 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,838,706 | 420,200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $32,524,746 | 419,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,503,837 | 417,722 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,910,253 | 411,969 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,962,858 | 409,731 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,873,903 | 409,462 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $27,111,709 | 408,555 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,207,760 | 408,341 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,230,790 | 406,954 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,749,900 | 360,457 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $17,107,056 | 313,144 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,600,390 | 313,458 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $25,045,200 | 313,065 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,753,652 | 313,655 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,608,794 | 310,723 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $26,351,700 | 310,239 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,136,594 | 310,239 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,623,418 | 318,085 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,450,809 | 317,150 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,822,113 | 70,045 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,353,514 | 69,160 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,896,889 | 53,045 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $991,045 | 33,801 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||