Position in SSB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$314,285
+$23,218 QoQ
Shares Held
3,146
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#368
of 549 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $96,644,560 across 10 Banks - Regional names. SSB ranks #9 (0.3% 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.
|
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 SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,285 | 3,146 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $291,067 | 3,146 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,070 | 3,146 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $314,505 | 3,181 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||