Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,084
-$15,141 QoQ
Shares Held
3,561
-34.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,677
of 2,047 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $51,557,983 across 10 Banks - Regional names. USB ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
377,229 | $36,738,332 | |
| 2 | FSBC |
Five Star Bancorp
|
137,061 | $6,673,500 | |
| 3 | TFC |
Truist Financial Corp
|
76,465 | $3,809,486 | |
| 4 | LOB |
Live Oak Bancshares, Inc.
|
59,402 | $2,425,977 | |
| 5 | FITB |
Fifth Third Bancorp
|
9,231 | $520,351 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,059 | $510,351 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,424 | $350,617 | |
| 8 | SSB |
SouthState Bank Corp
|
3,146 | $314,285 |
All Filings in USB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,084 | 3,561 | Shares | Sole | 2026-08-12 | |
| 2025-03-31 | $230,225 | 5,453 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $296,641 | 6,202 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $342,609 | 7,492 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $335,981 | 8,463 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $390,633 | 8,739 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $374,804 | 8,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $301,903 | 9,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $446,469 | 13,513 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $762,024 | 21,138 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $962,690 | 22,075 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $872,847 | 21,648 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,214,191 | 26,384 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,480,918 | 27,863 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,600,845 | 28,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,694,040 | 28,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,698,731 | 29,818 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,751,335 | 31,664 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,615,834 | 34,682 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,342,869 | 37,458 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,636,133 | 44,436 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,730,492 | 50,232 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||