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 | Bank of New York Mellon Corp/The Common stock | $-54.0K | -455 -1.54% | 29,056 0.11% of portfolio | low |
| Q1 2026 as of | Add | Waste Management Inc Common stock | $53.8K | +234 +14.80% | 1,815 0.01% of portfolio | low |
| Q1 2026 as of | Add | 025072802 Common stock | $52.9K | +530 +8.58% | 6,707 0.02% of portfolio | low |
| Q1 2026 as of | Add | 78464A383 Common stock | $52.9K | +2K +11.02% | 23,794 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Dominion Energy, Inc Common stock | $-51.4K | -831 -8.52% | 8,925 0.02% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $48.4K | +895 +3.88% | 23,939 0.04% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $47.6K | +112 +22.09% | 619 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 78463X848 Common stock | $-47.6K | -1K -4.15% | 30,041 0.03% of portfolio | low |
| Q1 2026 as of | Trim | DuPont de Nemours, Inc. Common stock | $-46.4K | -1K -4.45% | 21,726 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464287176 Common stock | $44.9K | +407 +1.29% | 31,866 0.11% of portfolio | low |
| Q1 2026 as of | Add | 67092P409 Common stock | $43.9K | +1K +19.93% | 6,426 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Allegion plc Common stock | $-43.7K | -301 -5.47% | 5,203 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 922908637 Common stock | $-43.6K | -146 -1.17% | 12,331 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Truist Financial Corp Common stock | $-43.1K | -937 -1.10% | 84,186 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Brown Forman Corp Common stock | $-42.7K | -2K -15.79% | 8,619 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $42.6K | +141 +3.86% | 3,790 0.04% of portfolio | low |
| Q1 2026 as of | Add | 67092P607 Common stock | $40.4K | +896 +5.79% | 16,359 0.02% of portfolio | low |
| Q1 2026 as of | Add | N07059210 Common stock | $39.6K | +30 +0.23% | 13,035 0.54% of portfolio | low |
| Q1 2026 as of | Add | 921910733 Common stock | $37.8K | +337 +3.56% | 9,813 0.03% of portfolio | low |
| Q1 2026 as of | Add | 46435G425 Common stock | $37.6K | +266 +17.52% | 1,784 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 92204A504 Common stock | $-36.8K | -135 -2.54% | 5,179 0.04% of portfolio | low |
| Q1 2026 as of | Add | 81369Y803 Common stock | $36.5K | +275 +1.42% | 19,687 0.08% of portfolio | low |
| Q1 2026 as of | Add | 46435G516 Common stock | $36.3K | +380 +3.73% | 10,555 0.03% of portfolio | low |
| Q1 2026 as of | Add | Axos Financial Inc Common stock | $34.8K | +409 +0.12% | 355,868 0.96% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-34.1K | -168 -3.65% | 4,436 0.03% of portfolio | low |
| Q1 2026 as of | Add | Ducommun Inc /De Common stock | $33.7K | +276 +0.23% | 120,973 0.47% of portfolio | low |
| Q1 2026 as of | Trim | Duke Energy Corp Common stock | $-32.5K | -248 -0.67% | 36,760 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 464287655 Common stock | $-31.2K | -126 -2.80% | 4,382 0.03% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $29.9K | +46 +0.41% | 11,344 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-28.7K | -361 -2.94% | 11,929 0.03% of portfolio | low |
| Q1 2026 as of | Add | 81369Y605 Common stock | $27.9K | +565 +4.46% | 13,219 0.02% of portfolio | low |
| Q1 2026 as of | Add | 92204A306 Common stock | $25.8K | +149 +7.39% | 2,165 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Fortive Corp Common stock | $-25.6K | -464 -4.22% | 10,526 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-24.5K | -84 -8.47% | 908 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | General Electric Co Common stock | $-24.4K | -86 -0.16% | 54,190 0.49% of portfolio | low |
| Q1 2026 as of | Trim | 921946406 Common stock | $-23.7K | -160 -3.52% | 4,382 0.02% of portfolio | low |
| Q1 2026 as of | Trim | CARRIER GLOBAL Corp Common stock | $-22.4K | -398 -3.26% | 11,815 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Veralto Corp Common stock | $-21.9K | -248 -5.99% | 3,894 0.01% of portfolio | low |
| Q1 2026 as of | Add | 46435U663 Common stock | $21.8K | +463 +2.20% | 21,494 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 29250N105 Common stock | $-21.4K | -396 -4.35% | 8,705 0.01% of portfolio | low |
| Q1 2026 as of | Add | 81369Y852 Common stock | $21.0K | +189 +0.96% | 19,919 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 78463V107 Common stock | $-20.7K | -48 -4.55% | 1,006 0.01% of portfolio | low |
| Q1 2026 as of | Add | 92206C102 Common stock | $20.6K | +352 +3.44% | 10,582 0.02% of portfolio | low |
| Q1 2026 as of | Trim | General Mills Inc Common stock | $-20.1K | -540 -2.82% | 18,599 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-19.5K | -28 -0.85% | 3,256 0.07% of portfolio | low |
| Q1 2026 as of | Add | 81369Y407 Common stock | $19.3K | +177 +4.59% | 4,034 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Capital One Financial Corp Common stock | $-19.2K | -105 -4.85% | 2,062 0.01% of portfolio | low |
| Q1 2026 as of | Add | 922020805 Common stock | $19.1K | +383 +6.28% | 6,481 0.01% of portfolio | low |
| Q1 2026 as of | Add | 78464A201 Common stock | $19.1K | +198 +6.68% | 3,164 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46137V597 Common stock | $-19.0K | -415 -3.93% | 10,155 0.01% of portfolio | low |