Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,870,030
-$318,872 QoQ
Shares Held
84,186
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC 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. TFC ranks #4 (5.2% 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
This page
|
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 TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,870,030 | 84,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,188,902 | 85,123 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,593,912 | 78,607 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,441,435 | 80,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,320,228 | 80,686 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,617,328 | 83,387 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,591,952 | 83,983 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,845,722 | 98,989 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,994,319 | 102,471 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,837,280 | 103,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,986,082 | 104,372 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,192,637 | 105,194 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,609,485 | 105,850 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,567,505 | 106,147 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,481,093 | 102,919 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,382,579 | 92,401 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,229,270 | 92,227 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,342,219 | 91,242 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,351,343 | 91,242 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,872,067 | 87,785 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,965,189 | 85,137 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,344,938 | 69,788 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,729,783 | 71,742 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,737,132 | 72,893 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,310,872 | 74,931 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||