Institutions / Bragg Financial Advisors, Inc / Activity
Activity — Bragg Financial Advisors, Inc
333 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-360.4K | -13K -4.48% | 273,539 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Texas Instruments Inc Common stock | $-359.2K | -2K -4.44% | 39,848 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Verizon Communications Inc Common stock | $-348.1K | -7K -27.43% | 18,352 0.03% of portfolio | low |
| Q1 2026 as of | Add | BXP, Inc. Common stock | $335.4K | +6K +8.55% | 82,016 0.13% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $334.4K | +1K +1.57% | 69,619 0.68% of portfolio | low |
| Q1 2026 as of | Trim | 92206C649 Common stock | $-332.4K | -2K -2.32% | 83,703 0.44% of portfolio | low |
| Q1 2026 as of | Add | 780259305 Common stock | $329.7K | +4K +2.70% | 134,925 0.40% of portfolio | low |
| Q1 2026 as of | Add | Upbound Group, Inc. Common stock | $322.9K | +18K +1.62% | 1,122,938 0.64% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $322.7K | +868 +2.78% | 32,067 0.38% of portfolio | low |
| Q1 2026 as of | Trim | 922040845 Common stock | $-319.2K | -4K -0.69% | 605,802 1.45% of portfolio | low |
| Q1 2026 as of | Add | Honeywell International Inc Common stock | $318.2K | +1K +2.12% | 67,935 0.49% of portfolio | low |
| Q1 2026 as of | New | 808524409 Common stock | $312.5K | +10K | 10,245 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Qnity Electronics, Inc. Common stock | $-310.5K | -3K -26.91% | 7,308 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-310.1K | -3K -4.61% | 71,587 0.20% of portfolio | low |
| Q1 2026 as of | Exit | 808524771 Common stock | $-306.7K | -11K -100.00% | 0 | low |
| Q1 2026 as of | Add | Sprouts Farmers Market, Inc. Common stock | $304.1K | +4K +1.38% | 290,417 0.71% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-302.7K | -2K -1.36% | 113,536 0.69% of portfolio | low |
| Q1 2026 as of | New | Amphenol Corp /De Common stock | $297.2K | +2K | 2,352 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $295.2K | +3K +3.28% | 100,071 0.29% of portfolio | low |
| Q1 2026 as of | Add | Mdu Resources Group Inc Common stock | $293.0K | +14K +0.98% | 1,451,854 0.95% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $288.0K | +586 +4.17% | 14,648 0.23% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $284.4K | +2K +2.00% | 100,271 0.46% of portfolio | low |
| Q1 2026 as of | Trim | Qualcomm INC/DE Common stock | $-283.7K | -2K -2.32% | 92,683 0.38% of portfolio | low |
| Q1 2026 as of | Trim | 25434V609 Common stock | $-283.2K | -5K -5.31% | 80,935 0.16% of portfolio | low |
| Q1 2026 as of | New | 46434G103 Common stock | $273.2K | +4K | 3,917 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Advance Auto Parts Inc Common stock | $271.5K | +5K +1.39% | 375,959 0.63% of portfolio | low |
| Q1 2026 as of | Add | Equinix Inc Common stock | $262.7K | +268 +3.79% | 7,345 0.23% of portfolio | low |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $262.5K | +734 +1.08% | 68,848 0.78% of portfolio | low |
| Q1 2026 as of | New | 464287309 Common stock | $236.4K | +2K | 2,090 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 92206C623 Common stock | $234.3K | +1K +11.13% | 10,213 0.07% of portfolio | low |
| Q1 2026 as of | Add | 922908611 Common stock | $233.8K | +1K +0.36% | 296,360 2.04% of portfolio | low |
| Q1 2026 as of | New | 78464A409 Common stock | $231.7K | +2K | 2,366 <0.01% of portfolio | low |
| Q1 2026 as of | New | 025072604 Common stock | $228.8K | +3K | 2,839 <0.01% of portfolio | low |
| Q1 2026 as of | New | 25434V302 Common stock | $225.8K | +7K | 6,670 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | nCino Inc. Common stock | $-225.2K | -9K -100.00% | 0 | low |
| Q1 2026 as of | Add | SYNAPTICS Inc Common stock | $224.0K | +3K +0.90% | 359,273 0.80% of portfolio | low |
| Q1 2026 as of | New | Palantir Technologies Inc Common stock | $218.8K | +1K | 1,496 <0.01% of portfolio | low |
| Q1 2026 as of | Add | PayPal Holdings, Inc. Common stock | $217.9K | +5K +5.94% | 85,855 0.12% of portfolio | low |
| Q1 2026 as of | New | 922908652 Common stock | $216.1K | +1K | 1,050 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $208.7K | +1K +1.64% | 68,330 0.41% of portfolio | low |
| Q1 2026 as of | New | Intercontinental Exchange, Inc. Common stock | $208.2K | +1K | 1,324 <0.01% of portfolio | low |
| Q1 2026 as of | New | 25434V500 Common stock | $200.6K | +3K | 2,820 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $200.2K | +697 +9.41% | 8,101 0.07% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $196.3K | +649 +0.72% | 90,329 0.86% of portfolio | low |
| Q1 2026 as of | Add | Ugi Corp /Pa Common stock | $194.6K | +5K +0.41% | 1,321,705 1.52% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $178.4K | +179 +0.94% | 19,265 0.61% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-178.0K | -728 -0.81% | 88,681 0.69% of portfolio | low |
| Q1 2026 as of | Trim | 922908769 Common stock | $-170.7K | -532 -4.73% | 10,704 0.11% of portfolio | low |
| Q1 2026 as of | Add | Prologis Inc Common stock | $165.0K | +1K +1.66% | 76,380 0.32% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-163.3K | -568 -1.16% | 48,487 0.44% of portfolio | low |