Bragg Financial Advisors, Inc
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,736,847
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 363 | 3,736,847 | 13F-HR | Bragg Financial Advisors, Inc |
| Q1 2026 | 5/15/2026 | 362 | 3,161,413 | 13F-HR | Bragg Financial Advisors, Inc |
| Q4 2025 | 2/13/2026 | 347 | 3,071,978 | 13F-HR | Bragg Financial Advisors, Inc |
| Q3 2025 | 11/13/2025 | 344 | 3,023,035 | 13F-HR | Bragg Financial Advisors, Inc |
| Q2 2025 | 8/14/2025 | 339 | 2,798,938 | 13F-HR | Bragg Financial Advisors, Inc |
| Q1 2014 | 5/14/2014 | 231 | 409,185 | 13F-HR | Bragg Financial Advisors, Inc |
| Q4 2013 | 2/14/2014 | 236 | 412,268 | 13F-HR | Bragg Financial Advisors, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.138 M | 84.0% | 507.8 K | 0 | 507.8 K |
| ETFs | 596.9 K | 16.0% | 67.6 K | 0 | 67.6 K |
| Debt | 2.339 K | 0.1% | 49 | 0 | 49 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
3,736,847
Holdings
363
QoQ value change ($000)
575,434
(18.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.