BFA
CW icon

Bragg Financial Advisors’s Curtiss-Wright CW Stock Holding History

Bragg Financial Advisors’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Hold
400
– – 0.01% 333
2026
Q1 		$272K Hold
400
– – 0.01% 331
2025
Q4 		$221K Buy
+400
New +$223K 0.01% 342

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bragg Financial Advisors's CW Position: Q2 2026 in Review

Bragg Financial Advisors held its Curtiss-Wright (CW) position steady in Q2 2026 at 400 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #333.

Bragg Financial Advisors first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Bragg Financial Advisors held 400 shares of Curtiss-Wright worth $303K as of Q2 2026.
  • Bragg Financial Advisors left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #333 holding.
  • Bragg Financial Advisors first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.